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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 | $20,760 | $99,994-79.2% | $146,643-85.8% | $85,847-75.8% |
| Participation rate | 42.0% | 73.1%-31.1pp | 80.1%-38.1pp | 69.3%-27.3pp |
| Annual return | 0.51% | 18.93%-18.4pp | 22.75%-22.2pp | 318.61%-318.1pp |
| Employer contribution / active EE | $4,497 | $2,559+75.7% | $4,137+8.7% | $2,565+75.3% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $22 | $7,703-99.7% | $10,280-99.8% | $6,261-99.6% |