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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 | $6,595 | $73,955-91.1% | $96,520-93.2% | $75,181-91.2% |
| Participation rate | 30.0% | 66.4%-36.4pp | 74.3%-44.3pp | 67.2%-37.2pp |
| Annual return | 0.00% | 26.72%-26.7pp | 35.72%-35.7pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,860 | $3,659-49.2% | $4,879-61.9% | $4,126-54.9% |
| Admin fee / account holder | $17 | $5,217-99.7% | $6,733-99.8% | $5,650-99.7% |