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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 | $6,017 | $64,324-90.6% | $118,914-94.9% | $79,856-92.5% |
| Participation rate | 45.7% | 64.9%-19.1pp | 75.4%-29.7pp | 69.6%-23.9pp |
| Annual return | 0.00% | 86.45%-86.4pp | 35.89%-35.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $439 | $1,836-76.1% | $3,264-86.5% | $2,471-82.2% |
| Participant deferral / active EE | $2,176 | $2,824-22.9% | $4,266-49.0% | $3,741-41.8% |
| Admin fee / account holder | $4 | $4,040-99.9% | $6,582-99.9% | $5,306-99.9% |