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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 | $1,807 | $59,813-97.0% | $79,580-97.7% | $68,486-97.4% |
| Participation rate | 44.9% | 61.1%-16.1pp | 69.5%-24.6pp | 67.9%-23.0pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.15%-0.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,325 | $3,024-56.2% | $3,985-66.8% | $4,028-67.1% |
| Admin fee / account holder | $88 | $4,835-98.2% | $6,835-98.7% | $5,404-98.4% |