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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 | $16,278 | $183,539-91.1% | $155,556-89.5% | $145,897-88.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 7.55% | 61.31%-53.8pp | 64.84%-57.3pp | 552.29%-544.7pp |
| Employer contribution / active EE | $1,280 | $5,315-75.9% | $4,675-72.6% | $4,663-72.5% |
| Participant deferral / active EE | $2,092 | $6,467-67.7% | $5,631-62.9% | $6,689-68.7% |
| Admin fee / account holder | $248 | $19,275-98.7% | $15,885-98.4% | $13,390-98.1% |