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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 | $16,549 | $150,447-89.0% | $136,298-87.9% | $147,586-88.8% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 10.01% | 1049.15%-1039.1pp | 5156.27%-5146.3pp | 578.59%-568.6pp |
| Employer contribution / active EE | $1,482 | $5,256-71.8% | $4,696-68.4% | $4,876-69.6% |
| Participant deferral / active EE | $2,804 | $6,631-57.7% | $6,247-55.1% | $5,439-48.4% |
| Admin fee / account holder | $124 | $10,906-98.9% | $9,244-98.7% | $10,886-98.9% |