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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $2,576 | $160,059-98.4% | $140,019-98.2% | $135,379-98.1% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.5%-87.5pp | 82.6%-82.6pp |
| Annual return | 0.00% | 911.44%-911.4pp | 651.15%-651.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,723 | $6,420-73.2% | $5,605-69.3% | $4,779-63.9% |
| Participant deferral / active EE | $1,954 | $7,641-74.4% | $6,927-71.8% | $5,609-65.2% |
| Admin fee / account holder | $113 | $13,328-99.2% | $10,705-98.9% | $10,828-99.0% |