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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 | $5,466 | $45,872-88.1% | $77,081-92.9% | $68,495-92.0% |
| Participation rate | 36.6% | 55.9%-19.4pp | 67.9%-31.4pp | 67.9%-31.3pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.33%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,789 | $2,963-39.6% | $4,428-59.6% | $4,028-55.6% |
| Admin fee / account holder | $43 | $3,041-98.6% | $5,427-99.2% | $5,403-99.2% |