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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 | $2,069 | $99,380-97.9% | $90,312-97.7% | $155,188-98.7% |
| Participation rate | 66.7% | 77.3%-10.7pp | 72.9%-6.2pp | 80.8%-14.1pp |
| Annual return | 0.00% | 19.35%-19.3pp | 18.90%-18.9pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $2,390-100.0% | $2,243-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,991 | $4,212-29.0% | $3,749-20.2% | $6,531-54.2% |
| Admin fee / account holder | $13 | $9,766-99.9% | $8,248-99.8% | $14,480-99.9% |