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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 | $3,929 | $56,894-93.1% | $84,753-95.4% | $62,881-93.8% |
| Participation rate | 29.8% | 68.5%-38.8pp | 76.6%-46.8pp | 69.3%-39.5pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $375 | $2,400-84.4% | $3,574-89.5% | $2,281-83.6% |
| Participant deferral / active EE | $1,056 | $2,709-61.0% | $3,712-71.6% | $3,203-67.0% |
| Admin fee / account holder | $138 | $3,581-96.1% | $5,333-97.4% | $4,296-96.8% |