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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 | $4,327 | $150,412-97.1% | $120,574-96.4% | $145,884-97.0% |
| Participation rate | 0.0% | 78.8%-78.8pp | 71.9%-71.9pp | 80.3%-80.3pp |
| Annual return | 9.96% | 154.50%-144.5pp | 107.42%-97.5pp | 551.85%-541.9pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $673 | $6,175-89.1% | $4,996-86.5% | $6,690-89.9% |
| Admin fee / account holder | $253 | $12,224-97.9% | $9,445-97.3% | $13,392-98.1% |