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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 | $3,581 | $96,678-96.3% | $86,640-95.9% | $139,466-97.4% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 24.14% | 106.69%-82.6pp | 592.52%-568.4pp | 373.66%-349.5pp |
| Employer contribution / active EE | $381 | $3,265-88.3% | $3,024-87.4% | $4,754-92.0% |
| Participant deferral / active EE | $436 | $4,837-91.0% | $4,438-90.2% | $6,712-93.5% |
| Admin fee / account holder | $16 | $6,410-99.8% | $5,616-99.7% | $11,409-99.9% |