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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 | $15,094 | $157,276-90.4% | $141,177-89.3% | $152,885-90.1% |
| Participation rate | 61.5% | 84.8%-23.3pp | 82.5%-20.9pp | 82.5%-20.9pp |
| Annual return | 13.77% | 64.33%-50.6pp | 71.40%-57.6pp | 345.39%-331.6pp |
| Employer contribution / active EE | $2,482 | $5,262-52.8% | $4,736-47.6% | $4,763-47.9% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15 | $12,123-99.9% | $10,263-99.9% | $11,598-99.9% |