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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 | $5,664 | $59,116-90.4% | $86,438-93.4% | $68,486-91.7% |
| Participation rate | 68.4% | 75.2%-6.8pp | 80.3%-11.9pp | 67.9%+0.5pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4397.19%-4397.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,544 | $5,902-40.0% | $6,952-49.0% | $4,028-12.0% |
| Admin fee / account holder | $4 | $5,639-99.9% | $6,733-99.9% | $5,404-99.9% |