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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 | $1,644 | $110,410-98.5% | $102,437-98.4% | $145,897-98.9% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 14.21% | 24.85%-10.6pp | 24.95%-10.7pp | 552.29%-538.1pp |
| Employer contribution / active EE | $870 | $4,217-79.4% | $3,871-77.5% | $4,663-81.4% |
| Participant deferral / active EE | $870 | $5,622-84.5% | $5,060-82.8% | $6,689-87.0% |
| Admin fee / account holder | $51 | $9,745-99.5% | $8,388-99.4% | $13,390-99.6% |