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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 | $8,635 | $72,027-88.0% | $185,835-95.4% | $79,852-89.2% |
| Participation rate | 37.9% | 65.8%-27.8pp | 78.0%-40.1pp | 69.6%-31.7pp |
| Annual return | 0.00% | 23.13%-23.1pp | 35.96%-36.0pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,633 | $3,780-3.9% | $5,633-35.5% | $3,740-2.9% |
| Admin fee / account holder | $28 | $4,513-99.4% | $9,502-99.7% | $5,306-99.5% |