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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 | $7,017 | $160,040-95.6% | $147,096-95.2% | $145,877-95.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.58% | 98.49%-88.9pp | 419.75%-410.2pp | 551.28%-541.7pp |
| Employer contribution / active EE | $2,388 | $5,289-54.8% | $4,936-51.6% | $4,663-48.8% |
| Participant deferral / active EE | $2,834 | $8,429-66.4% | $8,071-64.9% | $6,691-57.6% |
| Admin fee / account holder | $103 | $15,050-99.3% | $13,005-99.2% | $13,402-99.2% |