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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 | $3,236 | $50,082-93.5% | $93,406-96.5% | $79,858-95.9% |
| Participation rate | 31.3% | 60.9%-29.7pp | 66.8%-35.6pp | 69.6%-38.4pp |
| Annual return | 0.00% | 24.59%-24.6pp | 78.05%-78.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,075-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $932 | $2,212-57.9% | $3,126-70.2% | $3,740-75.1% |
| Admin fee / account holder | $3 | $3,454-99.9% | $5,230-99.9% | $5,306-99.9% |