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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 | $19,103 | $77,574-75.4% | $108,753-82.4% | $86,983-78.0% |
| Participation rate | 30.0% | 62.3%-32.3pp | 71.1%-41.1pp | 69.5%-39.5pp |
| Annual return | 0.50% | 18.42%-17.9pp | 37.47%-37.0pp | 25.83%-25.3pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $0 | $6,529-100.0% | $10,320-100.0% | $7,856-100.0% |