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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 | $2,207 | $103,949-97.9% | $69,182-96.8% | $273,972-99.2% |
| Participation rate | 65.0% | 67.4%-2.4pp | 55.1%+9.9pp | 83.0%-18.0pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,514 | $2,716-44.3% | $1,897-20.2% | $5,287-71.4% |
| Admin fee / account holder | $44 | $3,671-98.8% | $2,697-98.4% | $10,133-99.6% |