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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 | $14,246 | $65,367-78.2% | $92,915-84.7% | $72,976-80.5% |
| Participation rate | 67.7% | 68.3%-0.6pp | 76.0%-8.3pp | 69.5%-1.7pp |
| Annual return | 9.45% | 42.11%-32.7pp | 109.45%-100.0pp | 81.02%-71.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,796-100.0% | $5,124-100.0% |