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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 | $31,000 | $198,462-84.4% | $170,439-81.8% | $147,585-79.0% |
| Participation rate | 55.6% | 88.0%-32.4pp | 83.6%-28.0pp | 82.8%-27.3pp |
| Annual return | 3.25% | 257.30%-254.1pp | 205.94%-202.7pp | 578.58%-575.3pp |
| Employer contribution / active EE | $1,594 | $6,184-74.2% | $5,433-70.7% | $4,876-67.3% |
| Participant deferral / active EE | $2,462 | $5,629-56.3% | $4,939-50.2% | $5,439-54.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |