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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 | $5,507 | $70,486-92.2% | $100,528-94.5% | $79,852-93.1% |
| Participation rate | 53.6% | 73.6%-20.1pp | 79.4%-25.8pp | 69.6%-16.1pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.90%-30.9pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,061 | $5,182-40.9% | $6,271-51.2% | $3,740-18.2% |
| Admin fee / account holder | $96 | $4,480-97.8% | $8,084-98.8% | $5,306-98.2% |