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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 | $3,731 | $62,592-94.0% | $85,709-95.6% | $85,847-95.7% |
| Participation rate | 52.9% | 61.1%-8.2pp | 69.9%-16.9pp | 69.3%-16.4pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.61%-318.6pp |
| Employer contribution / active EE | $183 | $1,755-89.6% | $2,619-93.0% | $2,565-92.9% |
| Participant deferral / active EE | $1,760 | $2,802-37.2% | $3,924-55.2% | $3,952-55.5% |
| Admin fee / account holder | $5 | $4,643-99.9% | $6,876-99.9% | $6,261-99.9% |