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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 | $2,562 | $84,236-97.0% | $170,435-98.5% | $70,126-96.3% |
| Participation rate | 69.8% | 70.8%-1.1pp | 83.6%-13.8pp | 69.5%+0.2pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $313 | $3,387-90.8% | $5,432-94.2% | $2,343-86.7% |
| Participant deferral / active EE | $1,582 | $3,086-48.7% | $4,939-68.0% | $3,332-52.5% |
| Admin fee / account holder | $7 | $5,698-99.9% | $13,881-99.9% | $4,645-99.8% |