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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 | $19,872 | $202,345-90.2% | $172,755-88.5% | $152,885-87.0% |
| Participation rate | 42.1% | 87.1%-45.0pp | 82.6%-40.5pp | 82.5%-40.3pp |
| Annual return | 1.67% | 1029.77%-1028.1pp | 802.94%-801.3pp | 345.39%-343.7pp |
| Employer contribution / active EE | $5,407 | $5,858-7.7% | $5,144+5.1% | $4,763+13.5% |
| Participant deferral / active EE | $2,541 | $5,948-57.3% | $5,198-51.1% | $5,851-56.6% |
| Admin fee / account holder | $22 | $17,111-99.9% | $13,955-99.8% | $11,598-99.8% |