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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 | $29,603 | $197,603-85.0% | $177,827-83.4% | $158,950-81.4% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 5.78% | 58.76%-53.0pp | 48.32%-42.5pp | 302.91%-297.1pp |
| Employer contribution / active EE | $3,289 | $6,698-50.9% | $5,918-44.4% | $4,762-30.9% |
| Participant deferral / active EE | $15,792 | $8,404+87.9% | $7,713+104.7% | $5,983+164.0% |
| Admin fee / account holder | $1 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |