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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 | $6,209 | $45,043-86.2% | $63,005-90.1% | $70,124-91.1% |
| Participation rate | 35.3% | 69.5%-34.2pp | 74.8%-39.5pp | 69.5%-34.2pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.59%-87.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,698 | $2,466-31.1% | $3,329-49.0% | $3,332-49.0% |
| Admin fee / account holder | $31 | $2,833-98.9% | $3,599-99.1% | $4,645-99.3% |