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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 | $16,143 | $198,457-91.9% | $170,435-90.5% | $147,586-89.1% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 7.10% | 257.30%-250.2pp | 205.94%-198.8pp | 578.59%-571.5pp |
| Employer contribution / active EE | $1,309 | $6,183-78.8% | $5,432-75.9% | $4,876-73.2% |
| Participant deferral / active EE | $2,547 | $5,629-54.7% | $4,939-48.4% | $5,439-53.2% |
| Admin fee / account holder | $141 | $16,852-99.2% | $13,881-99.0% | $10,886-98.7% |