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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 | $3,385 | $34,316-90.1% | $74,722-95.5% | $72,975-95.4% |
| Participation rate | 39.6% | 42.4%-2.8pp | 54.5%-14.9pp | 69.5%-29.9pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.11%-753.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,147 | $1,272-9.8% | $1,963-41.6% | $3,608-68.2% |
| Admin fee / account holder | $45 | $2,125-97.9% | $3,335-98.6% | $5,124-99.1% |