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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 | $2,495 | $30,732-91.9% | $59,496-95.8% | $59,632-95.8% |
| Participation rate | 65.4% | 43.2%+22.2pp | 54.6%+10.8pp | 68.7%-3.3pp |
| Annual return | 0.00% | 4.47%-4.5pp | 182.05%-182.0pp | 2041.32%-2041.3pp |
| Employer contribution / active EE | $49 | $631-92.2% | $1,153-95.7% | $2,203-97.8% |
| Participant deferral / active EE | $1,627 | $1,183+37.6% | $1,829-11.0% | $3,192-49.0% |
| Admin fee / account holder | $0 | $2,136-100.0% | $2,232-100.0% | $4,297-100.0% |