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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 | $4,577 | $58,888-92.2% | $178,499-97.4% | $73,493-93.8% |
| Participation rate | 18.2% | 66.2%-48.1pp | 81.9%-63.7pp | 70.7%-52.5pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.10%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,070 | $2,568-58.3% | $5,202-79.4% | $3,740-71.4% |
| Admin fee / account holder | $292 | $400-27.0% | $13,986-97.9% | $513-43.0% |