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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 | $10,943 | $41,981-73.9% | $63,412-82.7% | $59,633-81.6% |
| Participation rate | 42.9% | 60.3%-17.4pp | 67.1%-24.2pp | 68.7%-25.8pp |
| Annual return | 0.00% | 13.04%-13.0pp | 4.04%-4.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $97 | $1,287-92.5% | $1,814-94.7% | $2,203-95.6% |
| Participant deferral / active EE | $1,401 | $2,002-30.0% | $2,496-43.9% | $3,192-56.1% |
| Admin fee / account holder | $0 | $3,509-100.0% | $3,753-100.0% | $4,297-100.0% |