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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 | $1,817 | $65,521-97.2% | - | $152,870-98.8% |
| Participation rate | 60.0% | 72.5%-12.5pp | - | 82.4%-22.4pp |
| Annual return | 0.00% | 27.99%-28.0pp | - | 345.34%-345.3pp |
| Employer contribution / active EE | $346 | $2,747-87.4% | - | $4,763-92.7% |
| Participant deferral / active EE | $719 | $4,102-82.5% | - | $5,850-87.7% |
| Admin fee / account holder | $5 | $4,610-99.9% | - | $11,597-100.0% |