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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 | $2,288 | $77,814-97.1% | $158,223-98.6% | $86,983-97.4% |
| Participation rate | 33.3% | 68.4%-35.1pp | 79.2%-45.9pp | 69.5%-36.2pp |
| Annual return | 0.00% | 30.54%-30.5pp | 52.09%-52.1pp | 25.83%-25.8pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,066 | $3,270-67.4% | $5,467-80.5% | $4,194-74.6% |
| Admin fee / account holder | $0 | $5,879-100.0% | $16,047-100.0% | $7,856-100.0% |