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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 | $17,634 | $99,652-82.3% | $78,778-77.6% | $147,585-88.1% |
| Participation rate | 0.0% | 76.2%-76.2pp | 69.2%-69.2pp | 82.8%-82.8pp |
| Annual return | 2.40% | 47.28%-44.9pp | 35.62%-33.2pp | 578.57%-576.2pp |
| Employer contribution / active EE | $2,590 | $2,796-7.3% | $1,986+30.5% | $4,876-46.9% |
| Participant deferral / active EE | $6,480 | $3,664+76.9% | $2,958+119.0% | $5,439+19.1% |
| Admin fee / account holder | $3 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |