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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 | $18,344 | $76,551-76.0% | $123,894-85.2% | $62,881-70.8% |
| Participation rate | 50.0% | 73.0%-23.0pp | 81.4%-31.4pp | 69.3%-19.3pp |
| Annual return | 3.32% | 18.68%-15.4pp | 47.52%-44.2pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,054 | $4,840-36.9% | $5,984-49.0% | $3,203-4.7% |
| Admin fee / account holder | $224 | $4,826-95.4% | $8,357-97.3% | $4,296-94.8% |