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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 | $5,412 | $37,446-85.5% | $77,513-93.0% | $79,852-93.2% |
| Participation rate | 45.9% | 41.5%+4.4pp | 54.2%-8.2pp | 69.6%-23.7pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.81%-54.8pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,341 | $1,261+85.7% | $1,861+25.8% | $3,740-37.4% |
| Admin fee / account holder | $131 | $2,506-94.8% | $2,859-95.4% | $5,306-97.5% |