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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 | $15,564 | $65,367-76.2% | $92,915-83.2% | $72,976-78.7% |
| Participation rate | 45.2% | 68.3%-23.1pp | 76.0%-30.8pp | 69.5%-24.3pp |
| Annual return | 9.94% | 42.11%-32.2pp | 109.45%-99.5pp | 81.02%-71.1pp |
| Employer contribution / active EE | $5,340 | $2,594+105.9% | $3,653+46.2% | $2,440+118.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,796-100.0% | $5,124-100.0% |