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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 | $2,326 | $49,177-95.3% | $79,467-97.1% | $64,173-96.4% |
| Participation rate | 46.7% | 65.0%-18.4pp | 73.3%-26.7pp | 69.6%-22.9pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.30%-718.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $216 | $2,076-89.6% | $2,800-92.3% | $2,381-90.9% |
| Participant deferral / active EE | $951 | $2,821-66.3% | $3,704-74.3% | $3,470-72.6% |
| Admin fee / account holder | $5 | $3,839-99.9% | $5,104-99.9% | $4,887-99.9% |