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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 | $20,591 | $65,034-68.3% | $90,970-77.4% | $79,856-74.2% |
| Participation rate | 35.7% | 61.6%-25.9pp | 69.0%-33.3pp | 69.6%-33.9pp |
| Annual return | 7.11% | 30.45%-23.3pp | 134.60%-127.5pp | 31.71%-24.6pp |
| Employer contribution / active EE | $540 | $1,247-56.7% | $2,122-74.6% | $2,471-78.2% |
| Participant deferral / active EE | $1,167 | $2,512-53.5% | $3,373-65.4% | $3,741-68.8% |
| Admin fee / account holder | $256 | $4,536-94.3% | $5,961-95.7% | $5,306-95.2% |