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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 | $7,504 | $123,793-93.9% | $177,840-95.8% | $79,852-90.6% |
| Participation rate | 50.0% | 84.7%-34.7pp | 87.7%-37.7pp | 69.6%-19.6pp |
| Annual return | 0.00% | 22.82%-22.8pp | 48.32%-48.3pp | 31.72%-31.7pp |
| Employer contribution / active EE | $785 | $4,095-80.8% | $5,919-86.7% | $2,471-68.2% |
| Participant deferral / active EE | $2,798 | $5,956-53.0% | $7,714-63.7% | $3,740-25.2% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,431-100.0% | $5,306-100.0% |