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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 | $4,489 | $48,078-90.7% | $78,676-94.3% | $62,881-92.9% |
| Participation rate | 65.9% | 65.2%+0.6pp | 73.6%-7.7pp | 69.3%-3.5pp |
| Annual return | 0.00% | 31.36%-31.4pp | 62.19%-62.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,528 | $2,587+36.4% | $3,517+0.3% | $3,203+10.2% |
| Admin fee / account holder | $37 | $3,206-98.9% | $4,510-99.2% | $4,296-99.1% |