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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 | $1,621 | $35,183-95.4% | $73,550-97.8% | $70,126-97.7% |
| Participation rate | 55.9% | 42.9%+13.0pp | 54.9%+1.0pp | 69.5%-13.7pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,010 | $1,220-17.2% | $1,804-44.0% | $3,332-69.7% |
| Admin fee / account holder | $8 | $2,302-99.7% | $2,320-99.7% | $4,645-99.8% |