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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 | $5,694 | $54,541-89.6% | $78,778-92.8% | $70,126-91.9% |
| Participation rate | 20.0% | 60.8%-40.8pp | 69.2%-49.2pp | 69.5%-49.5pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,106 | $2,210-50.0% | $2,958-62.6% | $3,332-66.8% |
| Admin fee / account holder | $33 | $3,709-99.1% | $5,134-99.4% | $4,645-99.3% |