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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 | $1,645 | $52,279-96.9% | $89,400-98.2% | $79,858-97.9% |
| Participation rate | 69.7% | 57.5%+12.2pp | 68.0%+1.7pp | 69.6%+0.1pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.64%-245.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,143 | $2,740-58.3% | $3,890-70.6% | $3,740-69.4% |
| Admin fee / account holder | $56 | $3,356-98.3% | $4,882-98.9% | $5,306-98.9% |