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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 | $8,921 | $217,432-95.9% | $185,851-95.2% | $167,553-94.7% |
| Participation rate | 58.3% | 86.1%-27.7pp | 81.7%-23.4pp | 82.1%-23.8pp |
| Annual return | 8.25% | 148.43%-140.2pp | 122.11%-113.9pp | 478.89%-470.6pp |
| Employer contribution / active EE | $2,709 | $5,874-53.9% | $5,168-47.6% | $4,840-44.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |