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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 | $2,326 | $84,570-97.2% | $85,946-97.3% | $155,188-98.5% |
| Participation rate | 57.9% | 78.8%-20.9pp | 77.2%-19.3pp | 80.8%-22.9pp |
| Annual return | 0.00% | 35.96%-36.0pp | 31.33%-31.3pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $4,651-100.0% | $4,539-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,554 | $5,847-73.4% | $5,465-71.6% | $6,531-76.2% |
| Admin fee / account holder | $16 | $12,225-99.9% | $11,250-99.9% | $14,480-99.9% |