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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 | $5,984 | $72,269-91.7% | $101,271-94.1% | $79,852-92.5% |
| Participation rate | 41.5% | 68.5%-27.0pp | 75.8%-34.3pp | 69.6%-28.2pp |
| Annual return | 0.00% | 22.29%-22.3pp | 46.48%-46.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $385 | $2,692-85.7% | $3,660-89.5% | $2,471-84.4% |
| Participant deferral / active EE | $1,872 | $3,282-42.9% | $4,371-57.2% | $3,740-49.9% |
| Admin fee / account holder | $82 | $4,401-98.1% | $5,948-98.6% | $5,306-98.5% |