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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 | $4,650 | $57,065-91.9% | $75,670-93.9% | $70,131-93.4% |
| Participation rate | 34.5% | 68.1%-33.6pp | 72.3%-37.9pp | 69.5%-35.1pp |
| Annual return | 0.00% | 23.57%-23.6pp | 27.34%-27.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,497 | $2,580-42.0% | $3,142-52.4% | $3,332-55.1% |
| Admin fee / account holder | $9 | $3,825-99.8% | $5,800-99.9% | $4,645-99.8% |