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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 | $5,321 | $96,558-94.5% | $80,977-93.4% | $273,972-98.1% |
| Participation rate | 36.4% | 79.1%-42.7pp | 75.8%-39.4pp | 83.0%-46.7pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.11%-17.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,895 | $6,598-71.3% | $5,696-66.7% | $5,287-64.2% |
| Admin fee / account holder | $7 | $7,493-99.9% | $5,517-99.9% | $10,133-99.9% |