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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 | $16,857 | $58,512-71.2% | $84,020-79.9% | $72,983-76.9% |
| Participation rate | 64.5% | 61.2%+3.3pp | 69.0%-4.5pp | 69.5%-5.0pp |
| Annual return | 8.24% | 28.93%-20.7pp | 71.31%-63.1pp | 81.01%-72.8pp |
| Employer contribution / active EE | $1,905 | $1,163+63.8% | $1,984-4.0% | $2,440-21.9% |
| Participant deferral / active EE | $3,494 | $2,394+46.0% | $3,239+7.9% | $3,608-3.1% |
| Admin fee / account holder | $18 | $4,569-99.6% | $6,101-99.7% | $5,124-99.6% |