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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 | $5,132 | $49,138-89.6% | $84,021-93.9% | $65,185-92.1% |
| Participation rate | 38.7% | 60.7%-22.1pp | 69.0%-30.3pp | 70.2%-31.5pp |
| Annual return | 0.00% | 23.00%-23.0pp | 71.32%-71.3pp | 29.38%-29.4pp |
| Employer contribution / active EE | $48 | $914-94.7% | $1,984-97.6% | $2,177-97.8% |
| Participant deferral / active EE | $1,524 | $2,397-36.4% | $3,239-53.0% | $3,514-56.6% |
| Admin fee / account holder | $0 | $543-100.0% | $6,102-100.0% | $847-100.0% |