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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 | $20,238 | $103,392-80.4% | $87,104-76.8% | $152,897-86.8% |
| Participation rate | 44.4% | 79.4%-34.9pp | 76.9%-32.4pp | 82.5%-38.0pp |
| Annual return | 2.70% | 28.10%-25.4pp | 28.19%-25.5pp | 345.43%-342.7pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,949 | $4,778-59.2% | $4,048-51.8% | $5,851-66.7% |
| Admin fee / account holder | $260 | $12,194-97.9% | $7,491-96.5% | $11,599-97.8% |