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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 | $6,666 | $53,774-87.6% | $134,162-95.0% | $79,852-91.7% |
| Participation rate | 61.0% | 58.8%+2.2pp | 72.2%-11.2pp | 69.6%-8.6pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.35%-36.3pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,537 | $2,420-36.5% | $3,500-56.1% | $3,740-58.9% |
| Admin fee / account holder | $29 | $3,985-99.3% | $6,685-99.6% | $5,306-99.5% |