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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 | $2,349 | $116,203-98.0% | $93,621-97.5% | $152,909-98.5% |
| Participation rate | 53.8% | 78.1%-24.2pp | 75.8%-22.0pp | 82.5%-28.6pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $329 | $3,219-89.8% | $2,719-87.9% | $4,764-93.1% |
| Participant deferral / active EE | $1,782 | $4,605-61.3% | $4,070-56.2% | $5,851-69.5% |
| Admin fee / account holder | $22 | $10,751-99.8% | $7,890-99.7% | $11,601-99.8% |