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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 | $6,670 | $123,793-94.6% | $177,848-96.2% | $79,856-91.6% |
| Participation rate | 61.1% | 84.7%-23.5pp | 87.7%-26.6pp | 69.6%-8.5pp |
| Annual return | 0.00% | 22.82%-22.8pp | 48.33%-48.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $861 | $4,095-79.0% | $5,919-85.5% | $2,471-65.2% |
| Participant deferral / active EE | $2,973 | $5,956-50.1% | $7,714-61.5% | $3,741-20.5% |
| Admin fee / account holder | $138 | $7,243-98.1% | $12,431-98.9% | $5,306-97.4% |