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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 | $3,398 | $53,774-93.7% | $134,162-97.5% | $79,852-95.7% |
| Participation rate | 57.1% | 58.8%-1.6pp | 72.2%-15.0pp | 69.6%-12.5pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.35%-36.3pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,607 | $2,420-33.6% | $3,500-54.1% | $3,740-57.0% |
| Admin fee / account holder | $33 | $3,985-99.2% | $6,685-99.5% | $5,306-99.4% |