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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 | $5,242 | $49,451-89.4% | $79,580-93.4% | $66,938-92.2% |
| Participation rate | 32.0% | 61.3%-29.4pp | 69.5%-37.5pp | 69.8%-37.8pp |
| Annual return | 0.00% | 84.25%-84.3pp | 0.15%-0.2pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,693 | $3,159-46.4% | $3,985-57.5% | $4,238-60.1% |
| Admin fee / account holder | $47 | $595-92.1% | $6,835-99.3% | $594-92.1% |