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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 | $10,343 | $49,249-79.0% | $70,476-85.3% | $79,852-87.0% |
| Participation rate | 56.3% | 69.2%-12.9pp | 75.1%-18.8pp | 69.6%-13.4pp |
| Annual return | 1.23% | 30.09%-28.9pp | 109.12%-107.9pp | 31.72%-30.5pp |
| Employer contribution / active EE | $1,962 | $2,100-6.6% | $2,738-28.3% | $2,471-20.6% |
| Participant deferral / active EE | $1,076 | $2,769-61.2% | $3,710-71.0% | $3,740-71.2% |
| Admin fee / account holder | $184 | $2,878-93.6% | $3,847-95.2% | $5,306-96.5% |