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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 | $18,901 | $165,939-88.6% | $122,354-84.6% | $147,586-87.2% |
| Participation rate | 62.5% | 79.6%-17.1pp | 71.6%-9.1pp | 82.8%-20.3pp |
| Annual return | 3.07% | 34.56%-31.5pp | 30.28%-27.2pp | 578.59%-575.5pp |
| Employer contribution / active EE | $1,076 | $5,754-81.3% | $4,051-73.4% | $4,876-77.9% |
| Participant deferral / active EE | $1,076 | $4,005-73.1% | $3,287-67.3% | $5,439-80.2% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |