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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 | $14,978 | $81,446-81.6% | $103,374-85.5% | $80,874-81.5% |
| Participation rate | 56.7% | 66.9%-10.2pp | 74.5%-17.8pp | 67.6%-11.0pp |
| Annual return | 9.51% | 25.57%-16.1pp | 24.89%-15.4pp | 35.62%-26.1pp |
| Employer contribution / active EE | $1,102 | $3,107-64.5% | $3,869-71.5% | $2,756-60.0% |
| Participant deferral / active EE | $2,785 | $3,870-28.0% | $5,058-44.9% | $4,297-35.2% |
| Admin fee / account holder | $129 | $6,715-98.1% | $8,394-98.5% | $6,935-98.1% |