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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 | $2,266 | $48,050-95.3% | $85,969-97.4% | $59,633-96.2% |
| Participation rate | 66.7% | 64.5%+2.2pp | 76.5%-9.9pp | 68.7%-2.0pp |
| Annual return | 0.00% | 0.29%-0.3pp | 9.32%-9.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $192 | $1,640-88.3% | $3,474-94.5% | $2,203-91.3% |
| Participant deferral / active EE | $1,447 | $2,249-35.7% | $3,829-62.2% | $3,192-54.7% |
| Admin fee / account holder | $89 | $3,206-97.2% | $6,053-98.5% | $4,297-97.9% |