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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 | $4,277 | $49,177-91.3% | $79,467-94.6% | $64,173-93.3% |
| Participation rate | 40.5% | 65.0%-24.5pp | 73.3%-32.8pp | 69.6%-29.0pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.30%-718.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,506 | $2,821-11.2% | $3,704-32.3% | $3,470-27.8% |
| Admin fee / account holder | $163 | $3,839-95.7% | $5,104-96.8% | $4,887-96.7% |