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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 | $7,546 | $90,486-91.7% | $78,676-90.4% | $273,972-97.2% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | 9.97% | 75.62%-65.7pp | 62.19%-52.2pp | 41.46%-31.5pp |
| Employer contribution / active EE | $62 | $3,175-98.0% | $2,850-97.8% | $4,869-98.7% |
| Participant deferral / active EE | $236 | $3,901-93.9% | $3,517-93.3% | $5,287-95.5% |
| Admin fee / account holder | $8 | $5,263-99.9% | $4,510-99.8% | $10,133-99.9% |