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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 | $30,351 | $289,211-89.5% | $260,467-88.3% | $198,609-84.7% |
| Participation rate | 60.0% | 83.1%-23.1pp | 80.5%-20.5pp | 82.4%-22.4pp |
| Annual return | 20.27% | 112.90%-92.6pp | 100.60%-80.3pp | 202.70%-182.4pp |
| Employer contribution / active EE | $781 | $4,663-83.2% | $4,239-81.6% | $5,055-84.5% |
| Participant deferral / active EE | $914 | $6,812-86.6% | $6,319-85.5% | $6,977-86.9% |
| Admin fee / account holder | $32 | $16,236-99.8% | $15,461-99.8% | $19,030-99.8% |