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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 | $14,011 | $99,652-85.9% | $78,778-82.2% | $147,586-90.5% |
| Participation rate | 20.0% | 76.2%-56.2pp | 69.2%-49.2pp | 82.8%-62.8pp |
| Annual return | 6.36% | 47.28%-40.9pp | 35.62%-29.3pp | 578.59%-572.2pp |
| Employer contribution / active EE | $420 | $2,796-85.0% | $1,986-78.8% | $4,876-91.4% |
| Participant deferral / active EE | $2,242 | $3,664-38.8% | $2,958-24.2% | $5,439-58.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |