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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 | $15,085 | $67,606-77.7% | $82,313-81.7% | $70,124-78.5% |
| Participation rate | 57.9% | 72.8%-14.9pp | 76.9%-19.0pp | 69.5%-11.6pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $362 | $1,755-79.4% | $2,428-85.1% | $2,342-84.5% |
| Participant deferral / active EE | $1,684 | $2,987-43.6% | $3,706-54.6% | $3,332-49.5% |
| Admin fee / account holder | $13 | $4,512-99.7% | $5,608-99.8% | $4,645-99.7% |