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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 | $13,247 | $163,687-91.9% | $108,745-87.8% | $273,972-95.2% |
| Participation rate | 50.0% | 82.3%-32.3pp | 77.7%-27.7pp | 83.0%-33.0pp |
| Annual return | 0.20% | 31.16%-31.0pp | 46.22%-46.0pp | 41.46%-41.3pp |
| Employer contribution / active EE | $2,243 | $4,711-52.4% | $3,323-32.5% | $4,869-53.9% |
| Participant deferral / active EE | $4,243 | $7,155-40.7% | $5,121-17.2% | $5,287-19.8% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,133-100.0% |