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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 | $2,348 | $55,457-95.8% | $77,361-97.0% | $94,015-97.5% |
| Participation rate | 55.4% | 69.8%-14.5pp | 75.0%-19.6pp | 70.8%-15.5pp |
| Annual return | 0.00% | 15.57%-15.6pp | 1011.54%-1011.5pp | 17.84%-17.8pp |
| Employer contribution / active EE | $404 | $2,255-82.1% | $2,990-86.5% | $2,790-85.5% |
| Participant deferral / active EE | $1,123 | $3,069-63.4% | $3,911-71.3% | $4,249-73.6% |
| Admin fee / account holder | $37 | $4,334-99.2% | $5,894-99.4% | $8,951-99.6% |