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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 | $1,833 | $30,732-94.0% | $59,496-96.9% | $59,633-96.9% |
| Participation rate | 48.3% | 43.2%+5.1pp | 54.6%-6.3pp | 68.7%-20.4pp |
| Annual return | 0.52% | 4.47%-3.9pp | 182.05%-181.5pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $16 | $631-97.5% | $1,153-98.6% | $2,203-99.3% |
| Participant deferral / active EE | $0 | $1,183-100.0% | $1,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $17 | $2,136-99.2% | $2,232-99.3% | $4,297-99.6% |