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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 | $12,505 | $115,796-89.2% | $101,264-87.7% | $158,950-92.1% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 4.91% | 56.15%-51.2pp | 46.48%-41.6pp | 302.91%-298.0pp |
| Employer contribution / active EE | $940 | $4,175-77.5% | $3,660-74.3% | $4,762-80.3% |
| Participant deferral / active EE | $5,366 | $4,958+8.2% | $4,370+22.8% | $5,983-10.3% |
| Admin fee / account holder | $45 | $7,247-99.4% | $5,947-99.2% | $11,248-99.6% |