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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 | $4,741 | $52,678-91.0% | $75,784-93.7% | $59,633-92.0% |
| Participation rate | 35.4% | 67.2%-31.8pp | 75.8%-40.4pp | 68.7%-33.3pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,093 | $2,591-19.2% | $3,652-42.7% | $3,192-34.4% |
| Admin fee / account holder | $141 | $3,610-96.1% | $5,300-97.3% | $4,297-96.7% |