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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 | $610 | $37,446-98.4% | $77,552-99.2% | $79,856-99.2% |
| Participation rate | 44.4% | 41.5%+2.9pp | 54.2%-9.7pp | 69.6%-25.2pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.82%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $643 | $1,261-49.0% | $1,861-65.5% | $3,741-82.8% |
| Admin fee / account holder | $70 | $2,506-97.2% | $2,859-97.5% | $5,306-98.7% |