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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 | $13,045 | $41,377-68.5% | $109,313-88.1% | $62,881-79.3% |
| Participation rate | 45.2% | 57.5%-12.4pp | 71.3%-26.1pp | 69.3%-24.1pp |
| Annual return | 3.42% | 11.05%-7.6pp | 22.07%-18.6pp | 20.14%-16.7pp |
| Employer contribution / active EE | $377 | $1,276-70.4% | $3,892-90.3% | $2,281-83.5% |
| Participant deferral / active EE | $917 | $2,045-55.2% | $3,166-71.0% | $3,203-71.4% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |