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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 | $2,315 | $45,438-94.9% | $80,004-97.1% | $59,633-96.1% |
| Participation rate | 52.8% | 63.7%-11.0pp | 73.0%-20.2pp | 68.7%-15.9pp |
| Annual return | 0.00% | 5.10%-5.1pp | 7.63%-7.6pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,299 | $2,231-41.8% | $3,204-59.5% | $3,192-59.3% |
| Admin fee / account holder | $97 | $3,464-97.2% | $5,033-98.1% | $4,297-97.7% |