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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 | $1,854 | $74,879,922-100.0% | $40,145,923-100.0% | $273,972-99.3% |
| Participation rate | 43.5% | 74.1%-30.6pp | 68.4%-24.9pp | 83.0%-39.5pp |
| Annual return | 7.62% | 2.55%+5.1pp | 5.24%+2.4pp | 41.46%-33.8pp |
| Employer contribution / active EE | $0 | $2,350-100.0% | $1,844-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $376 | $2,962-87.3% | $2,591-85.5% | $5,287-92.9% |
| Admin fee / account holder | $22 | $3,725-99.4% | $2,903-99.2% | $10,133-99.8% |