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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 | $6,558 | $47,848-86.3% | $81,473-92.0% | $70,126-90.6% |
| Participation rate | 12.8% | 58.3%-45.5pp | 68.0%-55.1pp | 69.5%-56.7pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $947 | $2,453-61.4% | $3,537-73.2% | $3,332-71.6% |
| Admin fee / account holder | $38 | $3,145-98.8% | $4,561-99.2% | $4,645-99.2% |