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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 | $20,859 | $150,447-86.1% | $136,298-84.7% | $147,586-85.9% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 5.95% | 1049.15%-1043.2pp | 5156.27%-5150.3pp | 578.59%-572.6pp |
| Employer contribution / active EE | $1,916 | $5,256-63.6% | $4,696-59.2% | $4,876-60.7% |
| Participant deferral / active EE | $6,728 | $6,631+1.5% | $6,247+7.7% | $5,439+23.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |