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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 | $16,096 | $88,672-81.8% | $105,223-84.7% | $82,448-80.5% |
| Participation rate | 57.1% | 67.9%-10.8pp | 75.0%-17.9pp | 68.1%-10.9pp |
| Annual return | 7.50% | 30.86%-23.4pp | 180.65%-173.2pp | 41.64%-34.1pp |
| Employer contribution / active EE | $4,240 | $3,048+39.1% | $3,689+15.0% | $2,551+66.2% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $33 | $7,146-99.5% | $8,859-99.6% | $7,234-99.5% |