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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 | $51,853 | $121,719-57.4% | $210,053-75.3% | $116,462-55.5% |
| Participation rate | 58.1% | 76.0%-17.9pp | 80.8%-22.7pp | 74.7%-16.6pp |
| Annual return | 3.07% | 14.29%-11.2pp | 232.76%-229.7pp | 15.65%-12.6pp |
| Employer contribution / active EE | $1,336 | $2,386-44.0% | $4,521-70.4% | $3,231-58.7% |
| Participant deferral / active EE | $2,020 | $3,917-48.4% | $4,238-52.3% | $3,836-47.3% |
| Admin fee / account holder | $268 | $13,730-98.1% | $16,990-98.4% | $12,754-97.9% |