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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 | $13,091 | $106,749-87.7% | $145,433-91.0% | $82,448-84.1% |
| Participation rate | 58.5% | 75.6%-17.2pp | 82.1%-23.7pp | 68.1%-9.6pp |
| Annual return | 8.42% | 27.59%-19.2pp | 66.58%-58.2pp | 41.64%-33.2pp |
| Employer contribution / active EE | $1,630 | $3,444-52.7% | $4,554-64.2% | $2,551-36.1% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $149 | $8,390-98.2% | $13,129-98.9% | $7,234-97.9% |