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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 | $3,350 | $46,596-92.8% | $64,099-94.8% | $75,181-95.5% |
| Participation rate | 51.9% | 65.9%-14.1pp | 72.3%-20.5pp | 67.2%-15.3pp |
| Annual return | 0.00% | 26.04%-26.0pp | 33.70%-33.7pp | 160.69%-160.7pp |
| Employer contribution / active EE | $243 | $1,975-87.7% | $2,748-91.2% | $2,671-90.9% |
| Participant deferral / active EE | $1,378 | $2,837-51.4% | $3,881-64.5% | $4,126-66.6% |
| Admin fee / account holder | $4 | $2,954-99.9% | $3,070-99.9% | $5,650-99.9% |