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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 | $5,060 | $154,754-96.7% | $124,206-95.9% | $138,895-96.4% |
| Participation rate | 0.0% | 75.5%-75.5pp | 69.6%-69.6pp | 79.9%-79.9pp |
| Annual return | 17.92% | 709.28%-691.4pp | 515.27%-497.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $71 | $4,446-98.4% | $3,540-98.0% | $4,194-98.3% |
| Participant deferral / active EE | $71 | $4,621-98.5% | $3,968-98.2% | $6,396-98.9% |
| Admin fee / account holder | $53 | $6,690-99.2% | $5,929-99.1% | $12,562-99.6% |