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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 | $2,991 | $115,225-97.4% | $100,712-97.0% | $138,895-97.8% |
| Participation rate | 36.4% | 74.3%-38.0pp | 69.3%-32.9pp | 79.9%-43.6pp |
| Annual return | 0.00% | 40.35%-40.4pp | 33.27%-33.3pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,747 | $4,699-62.8% | $4,085-57.2% | $6,396-72.7% |
| Admin fee / account holder | $11 | $10,844-99.9% | $9,256-99.9% | $12,562-99.9% |