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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 | $2,115 | $56,054-96.2% | $171,082-98.8% | $62,881-96.6% |
| Participation rate | 60.7% | 62.9%-2.2pp | 76.7%-16.0pp | 69.3%-8.6pp |
| Annual return | 0.00% | 22.52%-22.5pp | 32.56%-32.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,260 | $3,158-60.1% | $4,797-73.7% | $3,203-60.7% |
| Admin fee / account holder | $2 | $3,647-99.9% | $8,520-100.0% | $4,296-99.9% |