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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 | $16,280 | $65,367-75.1% | $92,915-82.5% | $72,976-77.7% |
| Participation rate | 37.0% | 68.3%-31.4pp | 76.0%-39.0pp | 69.5%-32.5pp |
| Annual return | 15.18% | 42.11%-26.9pp | 109.45%-94.3pp | 81.02%-65.8pp |
| Employer contribution / active EE | $783 | $2,594-69.8% | $3,653-78.6% | $2,440-67.9% |
| Participant deferral / active EE | $1,372 | $3,128-56.1% | $4,238-67.6% | $3,608-62.0% |
| Admin fee / account holder | $144 | $4,251-96.6% | $5,796-97.5% | $5,124-97.2% |