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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 | $7,520 | $92,219-91.8% | $76,767-90.2% | $135,380-94.4% |
| Participation rate | 6.7% | 79.8%-73.1pp | 77.0%-70.3pp | 82.6%-76.0pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.81%-519.8pp |
| Employer contribution / active EE | $480 | $3,216-85.1% | $2,485-80.7% | $4,779-90.0% |
| Participant deferral / active EE | $2,272 | $4,508-49.6% | $3,852-41.0% | $5,609-59.5% |
| Admin fee / account holder | $242 | $10,749-97.8% | $6,675-96.4% | $10,828-97.8% |