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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 | $2,029 | $91,179-97.8% | $178,499-98.9% | $79,852-97.5% |
| Participation rate | 65.4% | 69.2%-3.8pp | 81.9%-16.5pp | 69.6%-4.3pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.10%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $146 | $3,256-95.5% | $5,011-97.1% | $2,471-94.1% |
| Participant deferral / active EE | $1,123 | $3,236-65.3% | $5,202-78.4% | $3,740-70.0% |
| Admin fee / account holder | $8 | $6,749-99.9% | $13,986-99.9% | $5,306-99.8% |