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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 | $1,176 | $45,152-97.4% | $73,845-98.4% | $59,632-98.0% |
| Participation rate | 57.8% | 64.0%-6.2pp | 73.4%-15.7pp | 68.7%-10.9pp |
| Annual return | 0.00% | 27.40%-27.4pp | 2267.91%-2267.9pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $165 | $1,902-91.3% | $2,788-94.1% | $2,203-92.5% |
| Participant deferral / active EE | $735 | $2,574-71.5% | $3,583-79.5% | $3,192-77.0% |
| Admin fee / account holder | $19 | $3,516-99.5% | $4,881-99.6% | $4,297-99.6% |