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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 | $3,324 | $57,352-94.2% | $83,831-96.0% | $64,173-94.8% |
| Participation rate | 55.2% | 68.6%-13.4pp | 76.1%-21.0pp | 69.6%-14.4pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $297 | $2,546-88.3% | $3,631-91.8% | $2,381-87.5% |
| Participant deferral / active EE | $1,533 | $2,993-48.8% | $4,082-62.4% | $3,470-55.8% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |