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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 | $3,529 | $99,032-96.4% | $80,022-95.6% | $135,380-97.4% |
| Participation rate | 64.3% | 78.4%-14.1pp | 75.8%-11.5pp | 82.6%-18.4pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,475 | $4,282-42.2% | $3,686-32.9% | $5,609-55.9% |
| Admin fee / account holder | $5 | $10,436-99.9% | $6,521-99.9% | $10,828-99.9% |