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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 | $6,910 | $53,596-87.1% | $90,657-92.4% | $64,173-89.2% |
| Participation rate | 19.4% | 64.5%-45.2pp | 74.0%-54.7pp | 69.6%-50.2pp |
| Annual return | 0.00% | 4.41%-4.4pp | 1.89%-1.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $108 | $1,503-92.8% | $2,532-95.7% | $2,381-95.5% |
| Participant deferral / active EE | $1,565 | $2,459-36.3% | $3,424-54.3% | $3,470-54.9% |
| Admin fee / account holder | $34 | $3,868-99.1% | $4,994-99.3% | $4,887-99.3% |