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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 | $2,260 | $52,306-95.7% | $69,779-96.8% | $62,881-96.4% |
| Participation rate | 64.3% | 67.2%-2.9pp | 71.8%-7.5pp | 69.3%-5.0pp |
| Annual return | 0.00% | 13.35%-13.4pp | 12.99%-13.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,704 | $2,395-28.8% | $2,931-41.8% | $3,203-46.8% |
| Admin fee / account holder | $17 | $3,691-99.5% | $4,381-99.6% | $4,296-99.6% |