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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 | $97,289-94.8% | $92,805-94.5% | $155,188-96.7% |
| Participation rate | 0.0% | 84.2%-84.2pp | 83.5%-83.5pp | 80.8%-80.8pp |
| Annual return | 25.87% | 29.03%-3.2pp | 31.59%-5.7pp | 148.84%-123.0pp |
| Employer contribution / active EE | $1,621 | $3,632-55.4% | $3,424-52.7% | $4,248-61.8% |
| Participant deferral / active EE | $1,879 | $8,795-78.6% | $8,448-77.8% | $6,531-71.2% |
| Admin fee / account holder | $14 | $12,015-99.9% | $10,911-99.9% | $14,480-99.9% |