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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 | $3,794 | $47,848-92.1% | $81,478-95.3% | $70,131-94.6% |
| Participation rate | 38.7% | 58.3%-19.6pp | 68.0%-29.2pp | 69.5%-30.8pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $87 | $1,527-94.3% | $2,568-96.6% | $2,342-96.3% |
| Participant deferral / active EE | $1,329 | $2,453-45.8% | $3,537-62.4% | $3,332-60.1% |
| Admin fee / account holder | $55 | $3,145-98.3% | $4,561-98.8% | $4,645-98.8% |