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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 | $5,312 | $82,674-93.6% | $125,381-95.8% | $68,486-92.2% |
| Participation rate | 64.0% | 75.1%-11.1pp | 82.4%-18.4pp | 67.9%-3.9pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,436 | $6,111-43.8% | $7,448-53.9% | $4,028-14.7% |
| Admin fee / account holder | $78 | $6,277-98.8% | $10,007-99.2% | $5,404-98.6% |