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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 | $13,612 | $181,896-92.5% | $156,551-91.3% | $273,972-95.0% |
| Participation rate | 63.6% | 88.4%-24.7pp | 84.0%-20.4pp | 83.0%-19.4pp |
| Annual return | 2.04% | 30.74%-28.7pp | 32.23%-30.2pp | 41.46%-39.4pp |
| Employer contribution / active EE | $1,939 | $6,248-69.0% | $5,501-64.8% | $4,869-60.2% |
| Participant deferral / active EE | $3,362 | $5,550-39.4% | $4,871-31.0% | $5,287-36.4% |
| Admin fee / account holder | $96 | $15,560-99.4% | $13,028-99.3% | $10,133-99.1% |