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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 | $16,420 | $113,338-85.5% | $94,993-82.7% | $147,586-88.9% |
| Participation rate | 25.0% | 78.0%-53.0pp | 73.9%-48.9pp | 82.8%-57.8pp |
| Annual return | 5.23% | 20.80%-15.6pp | 27.14%-21.9pp | 578.59%-573.4pp |
| Employer contribution / active EE | $955 | $3,160-69.8% | $2,603-63.3% | $4,876-80.4% |
| Participant deferral / active EE | $1,097 | $3,777-71.0% | $3,317-66.9% | $5,439-79.8% |
| Admin fee / account holder | $63 | $6,063-99.0% | $4,960-98.7% | $10,886-99.4% |