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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 | $107,666-95.3% | $102,184-95.0% | $154,746-96.7% |
| Participation rate | 0.0% | 83.7%-83.7pp | 82.6%-82.6pp | 80.7%-80.7pp |
| Annual return | 25.87% | 29.33%-3.5pp | 31.58%-5.7pp | 172.34%-146.5pp |
| Employer contribution / active EE | $1,621 | $3,846-57.9% | $3,594-54.9% | $4,379-63.0% |
| Participant deferral / active EE | $1,879 | $8,719-78.5% | $8,309-77.4% | $6,730-72.1% |
| Admin fee / account holder | $14 | $12,943-99.9% | $11,609-99.9% | $14,365-99.9% |