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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 | $15,078 | $183,539-91.8% | $155,556-90.3% | $145,897-89.7% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 1.04% | 61.31%-60.3pp | 64.84%-63.8pp | 552.29%-551.2pp |
| Employer contribution / active EE | $1,629 | $5,315-69.4% | $4,675-65.2% | $4,663-65.1% |
| Participant deferral / active EE | $2,657 | $6,467-58.9% | $5,631-52.8% | $6,689-60.3% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |