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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 | $12,774 | $55,423-77.0% | $155,602-91.8% | $74,400-82.8% |
| Participation rate | 52.0% | 61.9%-9.9pp | 78.2%-26.2pp | 67.2%-15.2pp |
| Annual return | 4.27% | 269.07%-264.8pp | 64.81%-60.5pp | 1367.51%-1363.2pp |
| Employer contribution / active EE | $1,075 | $2,266-52.5% | $4,675-77.0% | $2,624-59.0% |
| Participant deferral / active EE | $1,791 | $2,835-36.8% | $5,629-68.2% | $4,348-58.8% |
| Admin fee / account holder | $156 | $1,744-91.1% | $15,923-99.0% | $1,944-92.0% |