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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 | $5,655 | $59,834-90.5% | $79,576-92.9% | $68,495-91.7% |
| Participation rate | 34.6% | 61.1%-26.4pp | 69.5%-34.9pp | 67.9%-33.3pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.15%-0.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,281 | $3,024-24.6% | $3,985-42.8% | $4,028-43.4% |
| Admin fee / account holder | $15 | $4,835-99.7% | $6,834-99.8% | $5,403-99.7% |