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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 | $20,546 | $232,540-91.2% | $185,117-88.9% | $147,586-86.1% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 0.63% | 43.03%-42.4pp | 40.50%-39.9pp | 578.59%-578.0pp |
| Employer contribution / active EE | $450 | $5,195-91.3% | $4,182-89.2% | $4,876-90.8% |
| Participant deferral / active EE | $6,563 | $5,834+12.5% | $5,045+30.1% | $5,439+20.7% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |