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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 | $10,865 | $45,566-76.2% | $64,105-83.1% | $59,633-81.8% |
| Participation rate | 47.9% | 60.2%-12.3pp | 68.2%-20.3pp | 68.7%-20.8pp |
| Annual return | -1.21% | 4.95%-6.2pp | 791.24%-792.5pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,197 | $2,057-41.8% | $2,822-57.6% | $3,192-62.5% |
| Admin fee / account holder | $279 | $3,268-91.5% | $4,499-93.8% | $4,297-93.5% |