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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 | $1,973 | $45,082-95.6% | $69,464-97.2% | $72,975-97.3% |
| Participation rate | 63.0% | 68.5%-5.5pp | 74.6%-11.6pp | 69.5%-6.5pp |
| Annual return | 0.00% | 22.66%-22.7pp | 28.98%-29.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $11 | $2,055-99.5% | $2,779-99.6% | $2,440-99.6% |
| Participant deferral / active EE | $1,160 | $2,604-55.4% | $3,536-67.2% | $3,608-67.8% |
| Admin fee / account holder | $55 | $3,057-98.2% | $3,840-98.6% | $5,124-98.9% |