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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $16,835 | $135,956-87.6% | $123,894-86.4% | $273,972-93.9% |
| Participation rate | 61.1% | 84.1%-23.0pp | 81.4%-20.3pp | 83.0%-21.9pp |
| Annual return | 3.60% | 56.63%-53.0pp | 47.52%-43.9pp | 41.46%-37.9pp |
| Employer contribution / active EE | $890 | $5,170-82.8% | $4,617-80.7% | $4,869-81.7% |
| Participant deferral / active EE | $1,991 | $6,343-68.6% | $5,984-66.7% | $5,287-62.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |