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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 | $13,264 | $46,877-71.7% | $122,354-89.2% | $70,126-81.1% |
| Participation rate | 62.5% | 58.2%+4.3pp | 71.6%-9.1pp | 69.5%-7.0pp |
| Annual return | 11.54% | 24.22%-12.7pp | 30.28%-18.7pp | 73.15%-61.6pp |
| Employer contribution / active EE | $445 | $1,288-65.4% | $4,051-89.0% | $2,343-81.0% |
| Participant deferral / active EE | $1,048 | $2,167-51.7% | $3,287-68.1% | $3,332-68.6% |
| Admin fee / account holder | $51 | $3,324-98.5% | $5,479-99.1% | $4,645-98.9% |