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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 | $9,457 | $65,364-85.5% | $92,909-89.8% | $72,975-87.0% |
| Participation rate | 44.1% | 68.3%-24.2pp | 76.0%-31.9pp | 69.5%-25.4pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.44%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $215 | $2,594-91.7% | $3,653-94.1% | $2,440-91.2% |
| Participant deferral / active EE | $3,370 | $3,128+7.7% | $4,238-20.5% | $3,608-6.6% |
| Admin fee / account holder | $32 | $4,251-99.3% | $5,795-99.5% | $5,124-99.4% |