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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 | $12,019 | $215,361-94.4% | $171,082-93.0% | $273,972-95.6% |
| Participation rate | 37.5% | 82.0%-44.5pp | 76.7%-39.2pp | 83.0%-45.5pp |
| Annual return | 1.34% | 25.14%-23.8pp | 32.56%-31.2pp | 41.46%-40.1pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,031 | $5,543-45.3% | $4,797-36.8% | $5,287-42.7% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |