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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 | $99,875-86.9% | $146,866-91.1% | $86,983-84.9% |
| Participation rate | 58.5% | 75.8%-17.3pp | 82.5%-24.0pp | 69.5%-11.1pp |
| Annual return | 8.42% | 28.10%-19.7pp | 102.85%-94.4pp | 25.83%-17.4pp |
| Employer contribution / active EE | $1,630 | $3,224-49.5% | $4,425-63.2% | $2,584-36.9% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $149 | $7,838-98.1% | $13,620-98.9% | $7,856-98.1% |