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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 | $4,624 | $56,894-91.9% | $84,753-94.5% | $62,881-92.6% |
| Participation rate | 44.1% | 68.5%-24.4pp | 76.6%-32.5pp | 69.3%-25.2pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $350 | $2,400-85.4% | $3,574-90.2% | $2,281-84.7% |
| Participant deferral / active EE | $1,620 | $2,709-40.2% | $3,712-56.4% | $3,203-49.4% |
| Admin fee / account holder | $12 | $3,581-99.7% | $5,333-99.8% | $4,296-99.7% |