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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 | $4,462 | $59,839-92.5% | $81,988-94.6% | $79,858-94.4% |
| Participation rate | 46.2% | 61.6%-15.5pp | 69.3%-23.1pp | 69.6%-23.5pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.72%-31.7pp |
| Employer contribution / active EE | $224 | $1,713-86.9% | $2,498-91.0% | $2,471-90.9% |
| Participant deferral / active EE | $1,663 | $2,695-38.3% | $3,722-55.3% | $3,740-55.5% |
| Admin fee / account holder | $0 | $4,287-100.0% | $5,665-100.0% | $5,306-100.0% |