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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 | $16,096 | $93,345-82.8% | $119,126-86.5% | $87,485-81.6% |
| Participation rate | 57.1% | 68.7%-11.6pp | 75.8%-18.6pp | 68.9%-11.8pp |
| Annual return | 7.50% | 19.08%-11.6pp | 282.11%-274.6pp | 26.06%-18.6pp |
| Employer contribution / active EE | $4,240 | $3,172+33.7% | $4,034+5.1% | $2,596+63.3% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $33 | $8,039-99.6% | $10,693-99.7% | $7,775-99.6% |