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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 | $4,366 | $105,856-95.9% | $90,161-95.2% | $147,586-97.0% |
| Participation rate | 0.0% | 79.7%-79.7pp | 76.9%-76.9pp | 82.8%-82.8pp |
| Annual return | 17.75% | 37.63%-19.9pp | 34.89%-17.1pp | 578.59%-560.8pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $364 | $5,733-93.6% | $5,287-93.1% | $5,439-93.3% |
| Admin fee / account holder | $58 | $8,046-99.3% | $5,943-99.0% | $10,886-99.5% |