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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 | $9,772 | $166,268-94.1% | $165,100-94.1% | $145,897-93.3% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 28.69% | 100.52%-71.8pp | 70.21%-41.5pp | 552.29%-523.6pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $755 | $6,964-89.2% | $6,035-87.5% | $6,689-88.7% |
| Admin fee / account holder | $39 | $16,659-99.8% | $12,696-99.7% | $13,390-99.7% |