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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 | $3,691 | $56,054-93.4% | $171,082-97.8% | $62,881-94.1% |
| Participation rate | 34.4% | 62.9%-28.5pp | 76.7%-42.3pp | 69.3%-34.9pp |
| Annual return | 0.00% | 22.52%-22.5pp | 32.56%-32.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $114 | $1,731-93.4% | $4,002-97.1% | $2,281-95.0% |
| Participant deferral / active EE | $1,033 | $3,158-67.3% | $4,797-78.5% | $3,203-67.8% |
| Admin fee / account holder | $0 | $3,647-100.0% | $8,520-100.0% | $4,296-100.0% |