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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 | $76,476 | $262,251-70.8% | $250,986-69.5% | $287,034-73.4% |
| Participation rate | 64.3% | 61.9%+2.3pp | 50.6%+13.7pp | 55.9%+8.4pp |
| Annual return | 3.92% | 34.49%-30.6pp | 32.33%-28.4pp | 24.44%-20.5pp |
| Employer contribution / active EE | $0 | $35,997-100.0% | $33,956-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $205 | $10,641-98.1% | $10,141-98.0% | $22,013-99.1% |