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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 | $3,095 | $32,117-90.4% | $71,086-95.6% | $64,173-95.2% |
| Participation rate | 22.9% | 42.7%-19.8pp | 54.7%-31.8pp | 69.6%-46.7pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $864 | $1,263-31.6% | $1,874-53.9% | $3,470-75.1% |
| Admin fee / account holder | $5 | $2,759-99.8% | $3,082-99.8% | $4,887-99.9% |