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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 | $2,258 | $66,402-96.6% | $109,907-97.9% | $85,847-97.4% |
| Participation rate | 55.6% | 63.9%-8.3pp | 74.2%-18.7pp | 69.3%-13.8pp |
| Annual return | 0.00% | 19.59%-19.6pp | 29.46%-29.5pp | 318.61%-318.6pp |
| Employer contribution / active EE | $164 | $1,687-90.3% | $2,844-94.3% | $2,565-93.6% |
| Participant deferral / active EE | $1,138 | $2,842-60.0% | $4,047-71.9% | $3,952-71.2% |
| Admin fee / account holder | $1 | $4,557-100.0% | $6,069-100.0% | $6,261-100.0% |