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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 | $5,341 | $82,028-93.5% | $123,105-95.7% | $59,633-91.0% |
| Participation rate | 52.4% | 83.2%-30.8pp | 86.8%-34.4pp | 68.7%-16.3pp |
| Annual return | 0.00% | 5.12%-5.1pp | 13.22%-13.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $354 | $3,297-89.3% | $5,151-93.1% | $2,203-83.9% |
| Participant deferral / active EE | $2,588 | $4,667-44.5% | $6,229-58.5% | $3,192-18.9% |
| Admin fee / account holder | $8 | $5,879-99.9% | $9,014-99.9% | $4,297-99.8% |