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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 | $9,399 | $138,312-93.2% | $122,979-92.4% | $155,188-93.9% |
| Participation rate | 40.0% | 80.2%-40.2pp | 77.2%-37.2pp | 80.8%-40.8pp |
| Annual return | 0.00% | 22.06%-22.1pp | 20.12%-20.1pp | 148.84%-148.8pp |
| Employer contribution / active EE | $432 | $3,530-87.8% | $3,062-85.9% | $4,248-89.8% |
| Participant deferral / active EE | $3,328 | $5,592-40.5% | $5,003-33.5% | $6,531-49.0% |
| Admin fee / account holder | $6 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |