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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 | $5,992 | $79,449-92.5% | $189,597-96.8% | $85,851-93.0% |
| Participation rate | 38.1% | 66.0%-27.9pp | 78.4%-40.4pp | 69.3%-31.2pp |
| Annual return | 0.00% | 18.45%-18.4pp | 64.20%-64.2pp | 318.63%-318.6pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,868 | $4,051-53.9% | $6,174-69.7% | $3,952-52.7% |
| Admin fee / account holder | $96 | $5,377-98.2% | $9,807-99.0% | $6,261-98.5% |