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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 | $11,831 | $115,810-89.8% | $101,271-88.3% | $158,966-92.6% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 5.10% | 56.15%-51.1pp | 46.48%-41.4pp | 302.95%-297.9pp |
| Employer contribution / active EE | $2,517 | $4,175-39.7% | $3,660-31.2% | $4,762-47.2% |
| Participant deferral / active EE | $3,647 | $4,958-26.4% | $4,371-16.5% | $5,983-39.0% |
| Admin fee / account holder | $274 | $7,248-96.2% | $5,948-95.4% | $11,250-97.6% |