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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 | $4,395 | $47,848-90.8% | $81,473-94.6% | $70,126-93.7% |
| Participation rate | 29.1% | 58.3%-29.2pp | 68.0%-38.9pp | 69.5%-40.4pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.15%-73.1pp |
| Employer contribution / active EE | $202 | $1,527-86.8% | $2,568-92.1% | $2,343-91.4% |
| Participant deferral / active EE | $1,069 | $2,453-56.4% | $3,537-69.8% | $3,332-67.9% |
| Admin fee / account holder | $8 | $3,145-99.7% | $4,561-99.8% | $4,645-99.8% |