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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 | $4,014 | $54,763-92.7% | $90,324-95.6% | $72,976-94.5% |
| Participation rate | 22.2% | 65.2%-42.9pp | 73.3%-51.1pp | 69.5%-47.3pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.15%-78.1pp | 81.02%-81.0pp |
| Employer contribution / active EE | $224 | $2,093-89.3% | $2,856-92.1% | $2,440-90.8% |
| Participant deferral / active EE | $939 | $2,887-67.5% | $3,885-75.8% | $3,608-74.0% |
| Admin fee / account holder | $2 | $3,973-99.9% | $5,356-100.0% | $5,124-100.0% |