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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 | $14,897 | $52,306-71.5% | $69,779-78.7% | $62,881-76.3% |
| Participation rate | 22.0% | 67.2%-45.3pp | 71.8%-49.9pp | 69.3%-47.4pp |
| Annual return | -0.37% | 13.35%-13.7pp | 12.99%-13.4pp | 20.14%-20.5pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,017 | $2,395-57.5% | $2,931-65.3% | $3,203-68.2% |
| Admin fee / account holder | $0 | $3,691-100.0% | $4,381-100.0% | $4,296-100.0% |