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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 | $9,240 | $226,090-95.9% | $182,531-94.9% | $152,885-94.0% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.0%-78.0pp | 82.5%-82.5pp |
| Annual return | 15.76% | 192.57%-176.8pp | 148.57%-132.8pp | 345.39%-329.6pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $12 | $6,369-99.8% | $5,525-99.8% | $5,851-99.8% |
| Admin fee / account holder | $148 | $10,705-98.6% | $8,593-98.3% | $11,598-98.7% |