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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 | $22,692 | $101,798-77.7% | $165,071-86.3% | $80,935-72.0% |
| Participation rate | 53.8% | 71.8%-18.0pp | 78.6%-24.8pp | 67.7%-13.8pp |
| Annual return | 10.37% | 16.73%-6.4pp | 70.17%-59.8pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,327 | $2,954-55.1% | $4,347-69.5% | $2,757-51.9% |
| Participant deferral / active EE | $3,783 | $4,476-15.5% | $6,035-37.3% | $4,299-12.0% |
| Admin fee / account holder | $31 | $8,221-99.6% | $12,695-99.8% | $6,924-99.5% |