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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 | $88 | $31,109-99.7% | $67,704-99.9% | $52,331-99.8% |
| Participation rate | 30.4% | 54.0%-23.6pp | 67.5%-37.1pp | 68.1%-37.7pp |
| Annual return | 0.00% | 23.70%-23.7pp | 25.41%-25.4pp | 4.54%-4.5pp |
| Employer contribution / active EE | $32 | $1,076-97.1% | $2,559-98.8% | $1,882-98.3% |
| Participant deferral / active EE | $0 | $1,970-100.0% | $3,585-100.0% | $3,022-100.0% |
| Admin fee / account holder | $8 | $466-98.2% | $4,255-99.8% | $592-98.6% |