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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 | $31,341 | $171,867-81.8% | $149,721-79.1% | $147,586-78.8% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 8.42% | 2113.36%-2104.9pp | 1501.67%-1493.3pp | 578.59%-570.2pp |
| Employer contribution / active EE | $1,775 | $6,275-71.7% | $5,444-67.4% | $4,876-63.6% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $40 | $13,799-99.7% | $11,282-99.6% | $10,886-99.6% |