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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 | $25,037 | $171,867-85.4% | $149,721-83.3% | $147,586-83.0% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 5.92% | 2113.36%-2107.4pp | 1501.67%-1495.8pp | 578.59%-572.7pp |
| Employer contribution / active EE | $3,622 | $6,275-42.3% | $5,444-33.5% | $4,876-25.7% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $70 | $13,799-99.5% | $11,282-99.4% | $10,886-99.4% |