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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 | $8,667 | $67,606-87.2% | $82,313-89.5% | $70,131-87.6% |
| Participation rate | 22.4% | 72.8%-50.4pp | 76.9%-54.5pp | 69.5%-47.2pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,825 | $2,987-38.9% | $3,706-50.8% | $3,332-45.2% |
| Admin fee / account holder | $35 | $4,512-99.2% | $5,608-99.4% | $4,645-99.2% |