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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 | $29,521 | $198,461-85.1% | $170,436-82.7% | $147,585-80.0% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 3.42% | 257.30%-253.9pp | 205.94%-202.5pp | 578.57%-575.2pp |
| Employer contribution / active EE | $2,342 | $6,184-62.1% | $5,433-56.9% | $4,876-52.0% |
| Participant deferral / active EE | $6,755 | $5,629+20.0% | $4,939+36.8% | $5,439+24.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |