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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 | $1,536 | $75,832-98.0% | $147,617-99.0% | $59,633-97.4% |
| Participation rate | 68.9% | 71.6%-2.6pp | 84.6%-15.7pp | 68.7%+0.2pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $270 | $3,485-92.2% | $5,564-95.1% | $2,203-87.7% |
| Participant deferral / active EE | $1,019 | $3,131-67.5% | $4,895-79.2% | $3,192-68.1% |
| Admin fee / account holder | $24 | $5,986-99.6% | $11,612-99.8% | $4,297-99.4% |