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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 | $16,787 | $150,197-88.8% | $120,368-86.1% | $145,959-88.5% |
| Participation rate | 65.2% | 78.8%-13.5pp | 71.9%-6.7pp | 80.3%-15.1pp |
| Annual return | 8.21% | 154.26%-146.1pp | 107.26%-99.1pp | 561.95%-553.7pp |
| Employer contribution / active EE | $1,390 | $4,350-68.0% | $3,465-59.9% | $4,661-70.2% |
| Participant deferral / active EE | $1,949 | $6,174-68.4% | $4,991-60.9% | $6,689-70.9% |
| Admin fee / account holder | $208 | $12,216-98.3% | $9,429-97.8% | $13,398-98.4% |