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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 | $2,265 | $46,697-95.1% | $117,529-98.1% | $68,490-96.7% |
| Participation rate | 35.0% | 56.8%-21.8pp | 70.6%-35.6pp | 67.9%-32.9pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.77%-29.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,073 | $2,637-59.3% | $4,072-73.6% | $4,028-73.4% |
| Admin fee / account holder | $15 | $4,023-99.6% | $5,645-99.7% | $5,403-99.7% |