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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 | $27,199 | $217,427-87.5% | $185,837-85.4% | $167,518-83.8% |
| Participation rate | 60.0% | 86.0%-26.0pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 8.22% | 148.39%-140.2pp | 122.08%-113.9pp | 478.71%-470.5pp |
| Employer contribution / active EE | $1,275 | $5,874-78.3% | $5,168-75.3% | $4,838-73.7% |
| Participant deferral / active EE | $3,566 | $6,357-43.9% | $5,568-36.0% | $6,342-43.8% |
| Admin fee / account holder | $110 | $19,816-99.4% | $16,241-99.3% | $12,312-99.1% |