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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 | $17,755 | $67,602-73.7% | $82,312-78.4% | $70,126-74.7% |
| Participation rate | 37.0% | 72.8%-35.7pp | 76.9%-39.9pp | 69.5%-32.5pp |
| Annual return | 9.91% | 21.57%-11.7pp | 25.88%-16.0pp | 73.15%-63.2pp |
| Employer contribution / active EE | $515 | $1,755-70.6% | $2,428-78.8% | $2,343-78.0% |
| Participant deferral / active EE | $1,416 | $2,987-52.6% | $3,706-61.8% | $3,332-57.5% |
| Admin fee / account holder | $104 | $4,512-97.7% | $5,608-98.2% | $4,645-97.8% |