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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 | $16,290 | $52,678-69.1% | $75,784-78.5% | $59,633-72.7% |
| Participation rate | 38.7% | 67.2%-28.5pp | 75.8%-37.1pp | 68.7%-30.0pp |
| Annual return | -5.77% | 2.95%-8.7pp | 9.68%-15.4pp | 2041.40%-2047.2pp |
| Employer contribution / active EE | $1,598 | $2,193-27.1% | $3,323-51.9% | $2,203-27.5% |
| Participant deferral / active EE | $2,579 | $2,591-0.4% | $3,652-29.4% | $3,192-19.2% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |