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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 | $2,144 | $57,352-96.3% | $83,831-97.4% | $64,173-96.7% |
| Participation rate | 63.3% | 68.6%-5.3pp | 76.1%-12.8pp | 69.6%-6.2pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,406 | $2,993-53.0% | $4,082-65.6% | $3,470-59.5% |
| Admin fee / account holder | $5 | $4,046-99.9% | $5,479-99.9% | $4,887-99.9% |