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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 | $2,888 | $48,337-94.0% | $67,560-95.7% | $80,959-96.4% |
| Participation rate | 48.4% | 66.4%-18.0pp | 72.9%-24.5pp | 67.7%-19.3pp |
| Annual return | 0.00% | 18.26%-18.3pp | 3533.50%-3533.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $281 | $2,023-86.1% | $2,737-89.7% | $2,757-89.8% |
| Participant deferral / active EE | $1,411 | $2,928-51.8% | $4,004-64.8% | $4,300-67.2% |
| Admin fee / account holder | $56 | $3,695-98.5% | $3,994-98.6% | $6,925-99.2% |