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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 | $21,479 | $135,956-84.2% | $123,894-82.7% | $273,972-92.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 2.13% | 56.63%-54.5pp | 47.52%-45.4pp | 41.46%-39.3pp |
| Employer contribution / active EE | $4,188 | $5,170-19.0% | $4,617-9.3% | $4,869-14.0% |
| Participant deferral / active EE | $2,667 | $6,343-58.0% | $5,984-55.4% | $5,287-49.6% |
| Admin fee / account holder | $61 | $9,817-99.4% | $8,357-99.3% | $10,133-99.4% |