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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 | $7,121 | $45,043-84.2% | $63,005-88.7% | $70,124-89.8% |
| Participation rate | 22.4% | 69.5%-47.2pp | 74.8%-52.5pp | 69.5%-47.2pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.59%-87.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $229 | $2,052-88.8% | $2,760-91.7% | $2,342-90.2% |
| Participant deferral / active EE | $763 | $2,466-69.0% | $3,329-77.1% | $3,332-77.1% |
| Admin fee / account holder | $1 | $2,833-100.0% | $3,599-100.0% | $4,645-100.0% |