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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 | $2,905 | $65,395-95.6% | $182,540-98.4% | $72,975-96.0% |
| Participation rate | 62.9% | 65.4%-2.5pp | 78.0%-15.1pp | 69.5%-6.6pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.58%-148.6pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,172 | $3,563-39.0% | $5,525-60.7% | $3,608-39.8% |
| Admin fee / account holder | $19 | $4,245-99.5% | $8,593-99.8% | $5,124-99.6% |