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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 | $13,218 | $56,544-76.6% | $75,501-82.5% | $70,126-81.2% |
| Participation rate | 42.6% | 68.1%-25.6pp | 72.4%-29.8pp | 69.5%-27.0pp |
| Annual return | 0.44% | 23.59%-23.1pp | 27.35%-26.9pp | 73.15%-72.7pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1 | $3,827-100.0% | $5,801-100.0% | $4,645-100.0% |