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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 | $20,185 | $103,393-80.5% | $87,103-76.8% | $152,909-86.8% |
| Participation rate | 55.6% | 79.4%-23.8pp | 76.9%-21.3pp | 82.5%-26.9pp |
| Annual return | 10.12% | 28.10%-18.0pp | 28.19%-18.1pp | 345.46%-335.3pp |
| Employer contribution / active EE | $1,184 | $3,221-63.3% | $2,521-53.1% | $4,764-75.2% |
| Participant deferral / active EE | $2,767 | $4,778-42.1% | $4,049-31.6% | $5,851-52.7% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |