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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 | $4,737 | $49,177-90.4% | $79,467-94.0% | $64,173-92.6% |
| Participation rate | 34.3% | 65.0%-30.7pp | 73.3%-39.1pp | 69.6%-35.3pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.30%-718.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,797 | $2,821-36.3% | $3,704-51.5% | $3,470-48.2% |
| Admin fee / account holder | $245 | $3,839-93.6% | $5,104-95.2% | $4,887-95.0% |