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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 | $5,962 | $183,539-96.8% | $155,556-96.2% | $145,897-95.9% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 16.26% | 61.31%-45.0pp | 64.84%-48.6pp | 552.29%-536.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $448 | $6,467-93.1% | $5,631-92.0% | $6,689-93.3% |
| Admin fee / account holder | $24 | $19,275-99.9% | $15,885-99.8% | $13,390-99.8% |