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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 | $21,834 | $166,268-86.9% | $165,100-86.8% | $145,897-85.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 4.72% | 100.52%-95.8pp | 70.21%-65.5pp | 552.29%-547.6pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,394 | $6,964-65.6% | $6,035-60.3% | $6,689-64.2% |
| Admin fee / account holder | $271 | $16,659-98.4% | $12,696-97.9% | $13,390-98.0% |