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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 | $3,775 | $117,895-96.8% | $102,460-96.3% | $145,897-97.4% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 18.85% | 31.92%-13.1pp | 29.47%-10.6pp | 552.29%-533.4pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $120 | $5,736-97.9% | $5,056-97.6% | $6,689-98.2% |
| Admin fee / account holder | $12 | $13,353-99.9% | $9,460-99.9% | $13,390-99.9% |