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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 | $11,099 | $48,076-76.9% | $78,690-85.9% | $62,891-82.4% |
| Participation rate | 56.3% | 65.2%-9.0pp | 73.6%-17.3pp | 69.3%-13.1pp |
| Annual return | 4.19% | 31.35%-27.2pp | 62.18%-58.0pp | 20.14%-16.0pp |
| Employer contribution / active EE | $519 | $2,015-74.3% | $2,851-81.8% | $2,281-77.3% |
| Participant deferral / active EE | $890 | $2,588-65.6% | $3,517-74.7% | $3,203-72.2% |
| Admin fee / account holder | $234 | $3,207-92.7% | $4,511-94.8% | $4,296-94.5% |