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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 | $9,819 | $90,486-89.1% | $78,676-87.5% | $273,972-96.4% |
| Participation rate | 21.4% | 76.5%-55.1pp | 73.6%-52.1pp | 83.0%-61.6pp |
| Annual return | 0.00% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,017 | $3,901-48.3% | $3,517-42.7% | $5,287-61.9% |
| Admin fee / account holder | $62 | $5,263-98.8% | $4,510-98.6% | $10,133-99.4% |