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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 | $55,472-77.0% | $155,567-91.8% | $74,546-82.9% |
| Participation rate | 52.0% | 61.9%-9.9pp | 78.2%-26.2pp | 67.2%-15.2pp |
| Annual return | 4.27% | 268.72%-264.4pp | 64.74%-60.5pp | 1366.03%-1361.8pp |
| Employer contribution / active EE | $1,075 | $2,269-52.6% | $4,674-77.0% | $2,624-59.0% |
| Participant deferral / active EE | $1,791 | $2,838-36.9% | $5,628-68.2% | $4,347-58.8% |
| Admin fee / account holder | $156 | $1,743-91.1% | $15,916-99.0% | $1,944-92.0% |