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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 | $7,644 | $78,694-90.3% | $67,652-88.7% | $125,389-93.9% |
| Participation rate | 21.4% | 78.8%-57.4pp | 75.7%-54.2pp | 83.2%-61.8pp |
| Annual return | 0.00% | 9.46%-9.5pp | 6625.40%-6625.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $396 | $3,044-87.0% | $2,266-82.5% | $4,866-91.9% |
| Participant deferral / active EE | $1,310 | $4,292-69.5% | $3,560-63.2% | $5,352-75.5% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |