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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 | $5,523 | $82,674-93.3% | $125,381-95.6% | $68,486-91.9% |
| Participation rate | 53.8% | 75.1%-21.2pp | 82.4%-28.5pp | 67.9%-14.0pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,968 | $6,111-51.4% | $7,448-60.1% | $4,028-26.3% |
| Admin fee / account holder | $27 | $6,277-99.6% | $10,007-99.7% | $5,404-99.5% |