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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,528 | $44,898-92.1% | $85,187-95.9% | $199,960-98.2% |
| Participation rate | 0.1% | 45.7%-45.7pp | 67.5%-67.5pp | 72.0%-71.9pp |
| Annual return | 0.00% | 20.98%-21.0pp | 66.67%-66.7pp | 34.28%-34.3pp |
| Employer contribution / active EE | $2 | $1,367-99.9% | $2,732-99.9% | $3,036-99.9% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,525-100.0% | $5,087-100.0% |
| Admin fee / account holder | $131 | $585-77.6% | $6,162-97.9% | $269-51.4% |