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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 | $13,750 | $150,435-90.9% | $120,580-88.6% | $145,897-90.6% |
| Participation rate | 41.2% | 78.8%-37.6pp | 72.0%-30.8pp | 80.3%-39.1pp |
| Annual return | 6.48% | 154.60%-148.1pp | 107.48%-101.0pp | 552.29%-545.8pp |
| Employer contribution / active EE | $1,534 | $4,352-64.8% | $3,469-55.8% | $4,663-67.1% |
| Participant deferral / active EE | $1,677 | $6,174-72.8% | $4,995-66.4% | $6,689-74.9% |
| Admin fee / account holder | $181 | $12,182-98.5% | $9,418-98.1% | $13,390-98.6% |