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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 | $13,504 | $165,399-91.8% | $149,745-91.0% | $158,982-91.5% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 2.48% | 348.34%-345.9pp | 276.72%-274.2pp | 302.99%-300.5pp |
| Employer contribution / active EE | $1,014 | $5,105-80.1% | $4,646-78.2% | $4,763-78.7% |
| Participant deferral / active EE | $2,535 | $7,183-64.7% | $6,843-63.0% | $5,983-57.6% |
| Admin fee / account holder | $4 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |