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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 | $28,965 | $105,284-72.5% | $150,734-80.8% | $94,015-69.2% |
| Participation rate | 17.2% | 71.7%-54.5pp | 78.4%-61.2pp | 70.8%-53.6pp |
| Annual return | 4.42% | 15.67%-11.3pp | 600.81%-596.4pp | 17.84%-13.4pp |
| Employer contribution / active EE | $2,541 | $3,599-29.4% | $4,918-48.3% | $2,790-8.9% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $78 | $9,839-99.2% | $14,905-99.5% | $8,951-99.1% |