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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 | $4,874 | $165,381-97.1% | $149,730-96.7% | $158,966-96.9% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,160 | $5,104-57.7% | $4,645-53.5% | $4,762-54.6% |
| Participant deferral / active EE | $2,160 | $7,182-69.9% | $6,843-68.4% | $5,983-63.9% |
| Admin fee / account holder | $26 | $10,809-99.8% | $9,310-99.7% | $11,250-99.8% |