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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 | $22,665 | $202,345-88.8% | $172,755-86.9% | $152,885-85.2% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 5.53% | 1029.77%-1024.2pp | 802.94%-797.4pp | 345.39%-339.9pp |
| Employer contribution / active EE | $1,331 | $5,858-77.3% | $5,144-74.1% | $4,763-72.1% |
| Participant deferral / active EE | $4,035 | $5,948-32.2% | $5,198-22.4% | $5,851-31.0% |
| Admin fee / account holder | $72 | $17,111-99.6% | $13,955-99.5% | $11,598-99.4% |