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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 | $2,883 | $52,678-94.5% | $75,784-96.2% | $59,633-95.2% |
| Participation rate | 38.2% | 67.2%-29.0pp | 75.8%-37.6pp | 68.7%-30.4pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $264 | $2,193-88.0% | $3,323-92.1% | $2,203-88.0% |
| Participant deferral / active EE | $1,055 | $2,591-59.3% | $3,652-71.1% | $3,192-67.0% |
| Admin fee / account holder | $52 | $3,610-98.6% | $5,300-99.0% | $4,297-98.8% |