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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 | $3,236 | $112,935-97.1% | $90,970-96.4% | $158,966-98.0% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 0.00% | 215.79%-215.8pp | 134.58%-134.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $282 | $2,895-90.3% | $2,122-86.7% | $4,762-94.1% |
| Participant deferral / active EE | $1,234 | $4,129-70.1% | $3,373-63.4% | $5,983-79.4% |
| Admin fee / account holder | $18 | $8,045-99.8% | $5,960-99.7% | $11,250-99.8% |