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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 | $7,661 | $76,551-90.0% | $123,894-93.8% | $62,881-87.8% |
| Participation rate | 46.0% | 73.0%-27.0pp | 81.4%-35.4pp | 69.3%-23.3pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $364 | $2,882-87.4% | $4,617-92.1% | $2,281-84.1% |
| Participant deferral / active EE | $2,828 | $4,840-41.6% | $5,984-52.7% | $3,203-11.7% |
| Admin fee / account holder | $20 | $4,826-99.6% | $8,357-99.8% | $4,296-99.5% |