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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 | $661 | $37,156-98.2% | $83,854-99.2% | $86,983-99.2% |
| Participation rate | 40.0% | 49.1%-9.1pp | 59.1%-19.1pp | 69.5%-29.5pp |
| Annual return | 0.00% | 29.88%-29.9pp | 31.39%-31.4pp | 25.83%-25.8pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $567 | $1,418-60.0% | $2,035-72.2% | $4,194-86.5% |
| Admin fee / account holder | $152 | $2,510-93.9% | $3,197-95.2% | $7,856-98.1% |