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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 | $5,639 | $73,863-92.4% | $143,797-96.1% | $68,490-91.8% |
| Participation rate | 55.9% | 66.7%-10.8pp | 80.3%-24.4pp | 67.9%-12.0pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $5 | $3,185-99.8% | $4,952-99.9% | $2,597-99.8% |
| Participant deferral / active EE | $3,367 | $3,385-0.5% | $5,638-40.3% | $4,028-16.4% |
| Admin fee / account holder | $3 | $5,756-99.9% | $14,679-100.0% | $5,403-99.9% |