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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 | $4,575 | $78,694-94.2% | $67,652-93.2% | $125,389-96.4% |
| Participation rate | 38.9% | 78.8%-39.9pp | 75.7%-36.8pp | 83.2%-44.3pp |
| Annual return | 0.00% | 9.46%-9.5pp | 6625.40%-6625.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $374 | $3,044-87.7% | $2,266-83.5% | $4,866-92.3% |
| Participant deferral / active EE | $1,969 | $4,292-54.1% | $3,560-44.7% | $5,352-63.2% |
| Admin fee / account holder | $5 | $7,403-99.9% | $4,821-99.9% | $9,541-99.9% |