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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 | $2,030 | $35,183-94.2% | $73,545-97.2% | $70,124-97.1% |
| Participation rate | 14.0% | 42.9%-28.9pp | 54.9%-40.9pp | 69.5%-55.5pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $396 | $1,220-67.5% | $1,806-78.1% | $3,332-88.1% |
| Admin fee / account holder | $149 | $2,302-93.5% | $2,320-93.6% | $4,645-96.8% |