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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 | $6,827 | $65,364-89.6% | $92,909-92.7% | $72,975-90.6% |
| Participation rate | 27.4% | 68.3%-40.9pp | 76.0%-48.6pp | 69.5%-42.1pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.44%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $416 | $2,594-84.0% | $3,653-88.6% | $2,440-83.0% |
| Participant deferral / active EE | $1,344 | $3,128-57.0% | $4,238-68.3% | $3,608-62.7% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |