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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 | $13,137 | $48,078-72.7% | $78,676-83.3% | $62,881-79.1% |
| Participation rate | 52.6% | 65.2%-12.6pp | 73.6%-20.9pp | 69.3%-16.7pp |
| Annual return | 1.76% | 31.36%-29.6pp | 62.19%-60.4pp | 20.14%-18.4pp |
| Employer contribution / active EE | $462 | $2,015-77.0% | $2,850-83.8% | $2,281-79.7% |
| Participant deferral / active EE | $1,402 | $2,587-45.8% | $3,517-60.1% | $3,203-56.2% |
| Admin fee / account holder | $85 | $3,206-97.4% | $4,510-98.1% | $4,296-98.0% |