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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 | $150,346-90.9% | $120,524-88.6% | $145,877-90.6% |
| Participation rate | 41.2% | 78.8%-37.6pp | 71.9%-30.8pp | 80.3%-39.1pp |
| Annual return | 6.48% | 154.40%-147.9pp | 107.36%-100.9pp | 551.28%-544.8pp |
| Employer contribution / active EE | $1,534 | $4,353-64.8% | $3,469-55.8% | $4,663-67.1% |
| Participant deferral / active EE | $1,677 | $6,172-72.8% | $4,994-66.4% | $6,691-74.9% |
| Admin fee / account holder | $181 | $12,215-98.5% | $9,440-98.1% | $13,402-98.7% |