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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 | $12,270 | $46,877-73.8% | $122,354-90.0% | $70,126-82.5% |
| Participation rate | 41.5% | 58.2%-16.7pp | 71.6%-30.1pp | 69.5%-28.0pp |
| Annual return | 9.21% | 24.22%-15.0pp | 30.28%-21.1pp | 73.15%-63.9pp |
| Employer contribution / active EE | $644 | $1,288-50.0% | $4,051-84.1% | $2,343-72.5% |
| Participant deferral / active EE | $956 | $2,167-55.9% | $3,287-70.9% | $3,332-71.3% |
| Admin fee / account holder | $153 | $3,324-95.4% | $5,479-97.2% | $4,645-96.7% |