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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 | $21,181 | $166,268-87.3% | $165,100-87.2% | $145,897-85.5% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.6%-14.3pp | 80.3%-16.0pp |
| Annual return | 5.65% | 100.52%-94.9pp | 70.21%-64.6pp | 552.29%-546.6pp |
| Employer contribution / active EE | $5,373 | $5,284+1.7% | $4,348+23.6% | $4,663+15.2% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $73 | $16,659-99.6% | $12,696-99.4% | $13,390-99.5% |