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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 | $9,647 | $79,449-87.9% | $189,575-94.9% | $85,847-88.8% |
| Participation rate | 52.0% | 66.0%-14.0pp | 78.4%-26.4pp | 69.3%-17.3pp |
| Annual return | 0.00% | 18.45%-18.4pp | 64.19%-64.2pp | 318.61%-318.6pp |
| Employer contribution / active EE | $129 | $2,081-93.8% | $4,412-97.1% | $2,565-95.0% |
| Participant deferral / active EE | $2,668 | $4,051-34.2% | $6,174-56.8% | $3,952-32.5% |
| Admin fee / account holder | $107 | $5,377-98.0% | $9,806-98.9% | $6,261-98.3% |