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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 | $12,211 | $72,177-83.1% | $115,037-89.4% | $59,632-79.5% |
| Participation rate | 61.5% | 72.6%-11.0pp | 81.4%-19.8pp | 68.7%-7.1pp |
| Annual return | 0.00% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,627 | $4,783-45.1% | $6,026-56.4% | $3,192-17.7% |
| Admin fee / account holder | $86 | $4,927-98.3% | $8,175-99.0% | $4,297-98.0% |