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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 | $22,311 | $69,977-68.1% | $108,582-79.5% | $62,881-64.5% |
| Participation rate | 68.8% | 72.9%-4.1pp | 79.6%-10.8pp | 69.3%-0.6pp |
| Annual return | 4.05% | 10.73%-6.7pp | -51.70%+55.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,593 | $2,135-25.4% | $3,758-57.6% | $2,281-30.1% |
| Participant deferral / active EE | $3,358 | $3,165+6.1% | $4,311-22.1% | $3,203+4.8% |
| Admin fee / account holder | $293 | $5,076-94.2% | $7,645-96.2% | $4,296-93.2% |