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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 | $12,887 | $99,345-87.0% | $84,753-84.8% | $273,972-95.3% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 1.44% | 22.93%-21.5pp | 22.78%-21.3pp | 41.46%-40.0pp |
| Employer contribution / active EE | $1,243 | $4,214-70.5% | $3,574-65.2% | $4,869-74.5% |
| Participant deferral / active EE | $3,677 | $4,270-13.9% | $3,712-0.9% | $5,287-30.5% |
| Admin fee / account holder | $274 | $6,645-95.9% | $5,333-94.9% | $10,133-97.3% |