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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 | $10,679 | $184,014-94.2% | $161,149-93.4% | $138,895-92.3% |
| Participation rate | 65.0% | 82.1%-17.1pp | 78.8%-13.8pp | 79.9%-14.9pp |
| Annual return | -2.26% | 21.52%-23.8pp | 21.16%-23.4pp | 145.39%-147.7pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $242 | $18,027-98.7% | $15,194-98.4% | $12,562-98.1% |