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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 | $14,975 | $99,345-84.9% | $84,753-82.3% | $273,972-94.5% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | -0.25% | 22.93%-23.2pp | 22.78%-23.0pp | 41.46%-41.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,333 | $4,270-21.9% | $3,712-10.2% | $5,287-37.0% |
| Admin fee / account holder | $25 | $6,645-99.6% | $5,333-99.5% | $10,133-99.8% |