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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 | $5,021 | $100,805-95.0% | $86,698-94.2% | $134,532-96.3% |
| Participation rate | 42.9% | 79.0%-36.1pp | 76.6%-33.7pp | 81.2%-38.4pp |
| Annual return | 0.00% | 29.09%-29.1pp | 35.95%-35.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $131 | $3,490-96.2% | $2,837-95.4% | $4,741-97.2% |
| Participant deferral / active EE | $2,051 | $5,339-61.6% | $4,656-55.9% | $6,401-68.0% |
| Admin fee / account holder | $5 | $10,925-100.0% | $7,493-99.9% | $11,429-100.0% |