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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 | $3,362 | $64,307-94.8% | $57,349-94.1% | $125,388-97.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 83.2%-33.2pp |
| Annual return | 0.00% | 25.14%-25.1pp | 24.40%-24.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $117 | $3,193-96.3% | $2,689-95.6% | $4,866-97.6% |
| Participant deferral / active EE | $1,597 | $3,847-58.5% | $3,162-49.5% | $5,352-70.2% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,541-100.0% |