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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 | $31,135 | $209,874-85.2% | $189,537-83.6% | $167,536-81.4% |
| Participation rate | 47.1% | 88.7%-41.6pp | 87.8%-40.7pp | 82.1%-35.1pp |
| Annual return | 5.23% | 748.61%-743.4pp | 555.34%-550.1pp | 478.82%-473.6pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,618 | $8,934-48.3% | $8,220-43.8% | $6,342-27.2% |
| Admin fee / account holder | $31 | $14,299-99.8% | $12,048-99.7% | $12,315-99.8% |