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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 | $3,140 | $110,410-97.2% | $102,437-96.9% | $145,897-97.8% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 10.26% | 24.85%-14.6pp | 24.95%-14.7pp | 552.29%-542.0pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $341 | $5,622-93.9% | $5,060-93.3% | $6,689-94.9% |
| Admin fee / account holder | $12 | $9,745-99.9% | $8,388-99.9% | $13,390-99.9% |