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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 | $1,927 | $81,233-97.6% | $155,567-98.8% | $80,874-97.6% |
| Participation rate | 69.3% | 66.2%+3.1pp | 78.2%-8.9pp | 67.6%+1.7pp |
| Annual return | 0.00% | 33.33%-33.3pp | 64.74%-64.7pp | 35.62%-35.6pp |
| Employer contribution / active EE | $1 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,403 | $3,452-59.4% | $5,628-75.1% | $4,297-67.3% |
| Admin fee / account holder | $45 | $7,998-99.4% | $15,916-99.7% | $6,935-99.4% |