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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 | $3,485 | $67,228-94.8% | $117,861-97.0% | $77,958-95.5% |
| Participation rate | 69.5% | 79.4%-9.9pp | 79.7%-10.2pp | 71.6%-2.2pp |
| Annual return | 0.00% | 19.13%-19.1pp | 335.11%-335.1pp | 20.87%-20.9pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $3,786-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $0 | $3,653-100.0% | $4,482-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $76-100.0% | $8,021-100.0% | $97-100.0% |