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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 | $4,202 | $55,713-92.5% | $75,901-94.5% | $72,975-94.2% |
| Participation rate | 37.7% | 61.1%-23.5pp | 69.3%-31.6pp | 69.5%-31.8pp |
| Annual return | 0.00% | 27.60%-27.6pp | 30.76%-30.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,517 | $2,634-42.4% | $3,603-57.9% | $3,608-58.0% |
| Admin fee / account holder | $55 | $3,980-98.6% | $5,420-99.0% | $5,124-98.9% |