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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 | $11,721 | $184,000-93.6% | $162,185-92.8% | $152,909-92.3% |
| Participation rate | 20.0% | 88.5%-68.5pp | 87.6%-67.6pp | 82.5%-62.5pp |
| Annual return | 6.58% | 150.80%-144.2pp | 115.61%-109.0pp | 345.46%-338.9pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |