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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 | $5,844 | $67,411-91.3% | $91,004-93.6% | $70,126-91.7% |
| Participation rate | 35.3% | 71.4%-36.1pp | 75.6%-40.3pp | 69.5%-34.2pp |
| Annual return | 0.00% | -40.16%+40.2pp | 4.60%-4.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $240 | $1,786-86.5% | $2,456-90.2% | $2,343-89.7% |
| Participant deferral / active EE | $2,003 | $2,823-29.0% | $3,548-43.5% | $3,332-39.9% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |