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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 | $15,319 | $148,623-89.7% | $135,974-88.7% | $139,466-89.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 2.39% | 79.30%-76.9pp | 68.30%-65.9pp | 373.66%-371.3pp |
| Employer contribution / active EE | $1,098 | $5,246-79.1% | $4,859-77.4% | $4,754-76.9% |
| Participant deferral / active EE | $5,439 | $8,103-32.9% | $7,760-29.9% | $6,712-19.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |