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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 | $5,368 | $73,839-92.7% | $143,788-96.3% | $68,495-92.2% |
| Participation rate | 31.6% | 66.7%-35.1pp | 80.3%-48.7pp | 67.9%-36.3pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.03%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,963 | $3,384-42.0% | $5,638-65.2% | $4,028-51.3% |
| Admin fee / account holder | $172 | $5,755-97.0% | $14,675-98.8% | $5,403-96.8% |