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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 | $4,202 | $90,590-95.4% | $90,782-95.4% | $135,382-96.9% |
| Participation rate | 57.1% | 83.7%-26.6pp | 82.7%-25.5pp | 82.6%-25.5pp |
| Annual return | 0.00% | -3.40%+3.4pp | -3.42%+3.4pp | 519.77%-519.8pp |
| Employer contribution / active EE | $343 | $4,352-92.1% | $4,105-91.6% | $4,779-92.8% |
| Participant deferral / active EE | $2,243 | $5,407-58.5% | $5,366-58.2% | $5,609-60.0% |
| Admin fee / account holder | $92 | $7,683-98.8% | $5,908-98.4% | $10,829-99.1% |