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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 | $217,432-87.5% | $185,849-85.4% | $167,536-83.8% |
| Participation rate | 60.0% | 86.1%-26.1pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 8.22% | 148.42%-140.2pp | 122.10%-113.9pp | 478.82%-470.6pp |
| Employer contribution / active EE | $1,275 | $5,875-78.3% | $5,169-75.3% | $4,839-73.7% |
| Participant deferral / active EE | $3,566 | $6,357-43.9% | $5,569-36.0% | $6,342-43.8% |
| Admin fee / account holder | $110 | $19,818-99.4% | $16,244-99.3% | $12,315-99.1% |