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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 | $3,676 | $228,395-98.4% | $185,861-98.0% | $158,982-97.7% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.0%-78.0pp | 82.0%-82.0pp |
| Annual return | 15.78% | 40.82%-25.0pp | 35.96%-20.2pp | 302.99%-287.2pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $110 | $6,417-98.3% | $5,634-98.0% | $5,983-98.2% |
| Admin fee / account holder | $15 | $11,869-99.9% | $9,503-99.8% | $11,252-99.9% |