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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 | $20,280 | $185,883-89.1% | $170,043-88.1% | $139,466-85.5% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 0.79% | 60.54%-59.8pp | 53.40%-52.6pp | 373.66%-372.9pp |
| Employer contribution / active EE | $1,970 | $7,596-74.1% | $6,790-71.0% | $4,754-58.6% |
| Participant deferral / active EE | $5,438 | $11,626-53.2% | $10,410-47.8% | $6,712-19.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |