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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 | $166,131-94.1% | $164,975-94.1% | $145,877-93.3% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 28.69% | 100.37%-71.7pp | 70.12%-41.4pp | 551.28%-522.6pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $755 | $6,962-89.2% | $6,033-87.5% | $6,691-88.7% |
| Admin fee / account holder | $39 | $16,648-99.8% | $12,688-99.7% | $13,402-99.7% |