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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 | $17,406 | $110,212-84.2% | $96,534-82.0% | $139,466-87.5% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 9.17% | 26.42%-17.2pp | 25.88%-16.7pp | 373.66%-364.5pp |
| Employer contribution / active EE | $3,259 | $3,620-10.0% | $2,965+9.9% | $4,754-31.5% |
| Participant deferral / active EE | $3,440 | $5,547-38.0% | $4,851-29.1% | $6,712-48.7% |
| Admin fee / account holder | $20 | $11,599-99.8% | $8,253-99.8% | $11,409-99.8% |