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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 | $213,785-95.0% | $185,441-94.2% | $155,188-93.1% |
| Participation rate | 65.0% | 83.2%-18.2pp | 80.3%-15.3pp | 80.8%-15.8pp |
| Annual return | -2.26% | 19.97%-22.2pp | 20.16%-22.4pp | 148.84%-151.1pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $242 | $21,134-98.9% | $17,890-98.6% | $14,480-98.3% |