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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 | $12,836 | $61,605-79.2% | $112,273-88.6% | $75,173-82.9% |
| Participation rate | 35.9% | 61.7%-25.8pp | 72.4%-36.5pp | 67.2%-31.3pp |
| Annual return | 0.00% | 28.47%-28.5pp | 30.23%-30.2pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1 | $2,015-99.9% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,518 | $3,108-51.1% | $4,800-68.4% | $4,126-63.2% |
| Admin fee / account holder | $104 | $4,862-97.9% | $7,752-98.7% | $5,651-98.2% |