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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 | $50,554-95.4% | $67,681-96.5% | $87,485-97.3% |
| Participation rate | 55.4% | 67.7%-12.4pp | 73.7%-18.4pp | 68.9%-13.6pp |
| Annual return | 0.00% | 17.81%-17.8pp | 590.58%-590.6pp | 26.06%-26.1pp |
| Employer contribution / active EE | $404 | $1,988-79.7% | $2,678-84.9% | $2,596-84.4% |
| Participant deferral / active EE | $1,123 | $2,961-62.1% | $3,976-71.8% | $4,274-73.7% |
| Admin fee / account holder | $37 | $4,132-99.1% | $6,100-99.4% | $7,775-99.5% |