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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 | $5,071 | $100,970-95.0% | $96,576-94.7% | $137,256-96.3% |
| Participation rate | 0.0% | 82.6%-82.6pp | 81.4%-81.4pp | 80.0%-80.0pp |
| Annual return | 25.87% | 38.16%-12.3pp | 38.47%-12.6pp | 220.34%-194.5pp |
| Employer contribution / active EE | $1,621 | $3,809-57.4% | $3,553-54.4% | $4,156-61.0% |
| Participant deferral / active EE | $1,879 | $8,286-77.3% | $7,956-76.4% | $6,407-70.7% |
| Admin fee / account holder | $14 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |