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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 | $8,375 | $47,848-82.5% | $81,473-89.7% | $70,124-88.1% |
| Participation rate | 35.3% | 58.3%-23.0pp | 68.0%-32.7pp | 69.5%-34.2pp |
| Annual return | 6.94% | 27.25%-20.3pp | 38.78%-31.8pp | 73.14%-66.2pp |
| Employer contribution / active EE | $516 | $1,527-66.2% | $2,568-79.9% | $2,342-78.0% |
| Participant deferral / active EE | $1,545 | $2,453-37.0% | $3,537-56.3% | $3,332-53.6% |
| Admin fee / account holder | $106 | $3,145-96.6% | $4,561-97.7% | $4,645-97.7% |