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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 | $22,883 | $198,457-88.5% | $170,435-86.6% | $147,586-84.5% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 8.23% | 257.30%-249.1pp | 205.94%-197.7pp | 578.59%-570.4pp |
| Employer contribution / active EE | $2,367 | $6,183-61.7% | $5,432-56.4% | $4,876-51.5% |
| Participant deferral / active EE | $5,143 | $5,629-8.6% | $4,939+4.1% | $5,439-5.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |