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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 | $1,789 | $75,959-97.6% | $154,114-98.8% | $64,181-97.2% |
| Participation rate | 64.2% | 70.4%-6.3pp | 83.0%-18.9pp | 69.6%-5.4pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.16%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $185 | $3,350-94.5% | $5,298-96.5% | $2,381-92.2% |
| Participant deferral / active EE | $1,278 | $3,175-59.7% | $5,081-74.8% | $3,470-63.2% |
| Admin fee / account holder | $185 | $5,589-96.7% | $13,411-98.6% | $4,887-96.2% |