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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 | $6,189 | $144,130-95.7% | $117,861-94.7% | $147,586-95.8% |
| Participation rate | 0.0% | 83.4%-83.4pp | 79.7%-79.7pp | 82.8%-82.8pp |
| Annual return | 28.98% | 531.20%-502.2pp | 335.11%-306.1pp | 578.59%-549.6pp |
| Employer contribution / active EE | $1,083 | $4,897-77.9% | $3,786-71.4% | $4,876-77.8% |
| Participant deferral / active EE | $1,337 | $5,316-74.8% | $4,482-70.2% | $5,439-75.4% |
| Admin fee / account holder | $21 | $10,887-99.8% | $8,021-99.7% | $10,886-99.8% |