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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 | $3,618 | $59,839-94.0% | $81,991-95.6% | $79,852-95.5% |
| Participation rate | 36.7% | 61.6%-25.0pp | 69.3%-32.6pp | 69.6%-33.0pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,427 | $2,695-47.0% | $3,722-61.7% | $3,740-61.8% |
| Admin fee / account holder | $20 | $4,287-99.5% | $5,665-99.6% | $5,306-99.6% |