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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 | $3,368 | $91,198-96.3% | $178,503-98.1% | $79,856-95.8% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 0.00% | 24.20%-24.2pp | 151.12%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $311 | $3,257-90.5% | $5,011-93.8% | $2,471-87.4% |
| Participant deferral / active EE | $1,803 | $3,237-44.3% | $5,202-65.4% | $3,741-51.8% |
| Admin fee / account holder | $38 | $6,748-99.4% | $13,987-99.7% | $5,306-99.3% |