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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 | $3,967 | $85,060-95.3% | $70,565-94.4% | $139,487-97.2% |
| Participation rate | 30.4% | 73.9%-43.5pp | 68.4%-37.9pp | 80.3%-49.9pp |
| Annual return | 0.00% | 30.39%-30.4pp | 32.79%-32.8pp | 373.84%-373.8pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,309 | $5,891-77.8% | $4,568-71.3% | $6,713-80.5% |
| Admin fee / account holder | $6 | $8,932-99.9% | $6,430-99.9% | $11,407-99.9% |