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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 | $6,400 | $44,850-85.7% | $60,547-89.4% | $59,633-89.3% |
| Participation rate | 64.1% | 59.5%+4.6pp | 68.0%-3.9pp | 68.7%-4.6pp |
| Annual return | 0.00% | 1074.14%-1074.1pp | 335.64%-335.6pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $125 | $1,462-91.4% | $2,419-94.8% | $2,203-94.3% |
| Participant deferral / active EE | $2,229 | $2,2300% | $3,328-33.0% | $3,192-30.1% |
| Admin fee / account holder | $0 | $3,635-100.0% | $4,536-100.0% | $4,297-100.0% |