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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 | $8,314 | $63,082-86.8% | $81,716-89.8% | $79,852-89.6% |
| Participation rate | 44.0% | 67.5%-23.5pp | 72.0%-28.0pp | 69.6%-25.6pp |
| Annual return | 0.00% | 22.66%-22.7pp | 29.49%-29.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $319 | $1,795-82.2% | $4,310-92.6% | $2,471-87.1% |
| Participant deferral / active EE | $3,055 | $2,780+9.9% | $7,108-57.0% | $3,740-18.3% |
| Admin fee / account holder | $0 | $4,428-100.0% | $5,159-100.0% | $5,306-100.0% |