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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 | $11,741 | $124,330-90.6% | $109,173-89.2% | $167,536-93.0% |
| Participation rate | 53.3% | 79.5%-26.1pp | 75.9%-22.5pp | 82.1%-28.8pp |
| Annual return | 9.36% | 26.04%-16.7pp | 25.75%-16.4pp | 478.82%-469.5pp |
| Employer contribution / active EE | $1,029 | $4,209-75.6% | $3,723-72.4% | $4,839-78.7% |
| Participant deferral / active EE | $1,498 | $5,256-71.5% | $4,654-67.8% | $6,342-76.4% |
| Admin fee / account holder | $220 | $7,974-97.2% | $6,755-96.7% | $12,315-98.2% |