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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 | $15,648 | $181,896-91.4% | $156,551-90.0% | $273,972-94.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 0.82% | 30.74%-29.9pp | 32.23%-31.4pp | 41.46%-40.6pp |
| Employer contribution / active EE | $2,658 | $6,248-57.5% | $5,501-51.7% | $4,869-45.4% |
| Participant deferral / active EE | $4,466 | $5,550-19.5% | $4,871-8.3% | $5,287-15.5% |
| Admin fee / account holder | $50 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |