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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 | $2,988 | $41,377-92.8% | $109,313-97.3% | $62,881-95.2% |
| Participation rate | 52.0% | 57.5%-5.5pp | 71.3%-19.3pp | 69.3%-17.3pp |
| Annual return | 0.00% | 11.05%-11.0pp | 22.07%-22.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,115 | $2,045+3.4% | $3,166-33.2% | $3,203-34.0% |
| Admin fee / account holder | $37 | $2,884-98.7% | $5,666-99.4% | $4,296-99.1% |