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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 | $4,853 | $72,269-93.3% | $101,271-95.2% | $79,852-93.9% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | 0.00% | 22.29%-22.3pp | 46.48%-46.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $423 | $2,692-84.3% | $3,660-88.4% | $2,471-82.9% |
| Participant deferral / active EE | $2,473 | $3,282-24.6% | $4,371-43.4% | $3,740-33.9% |
| Admin fee / account holder | $1 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |