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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 | $1,475 | $25,723-94.3% | $69,182-97.9% | $55,167-97.3% |
| Participation rate | 24.8% | 39.4%-14.6pp | 55.1%-30.3pp | 69.0%-44.2pp |
| Annual return | 0.00% | 9.56%-9.6pp | -21.93%+21.9pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $384 | $963-60.1% | $1,897-79.7% | $3,054-87.4% |
| Admin fee / account holder | $25 | $365-93.2% | $2,697-99.1% | $504-95.1% |