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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 | $2,508 | $54,541-95.4% | $78,778-96.8% | $70,126-96.4% |
| Participation rate | 43.2% | 60.8%-17.6pp | 69.2%-25.9pp | 69.5%-26.3pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $95 | $1,089-91.2% | $1,986-95.2% | $2,343-95.9% |
| Participant deferral / active EE | $1,058 | $2,210-52.1% | $2,958-64.2% | $3,332-68.3% |
| Admin fee / account holder | $2 | $3,709-99.9% | $5,134-100.0% | $4,645-100.0% |