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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 | $23,896 | $67,602-64.7% | $82,312-71.0% | $70,126-65.9% |
| Participation rate | 57.1% | 72.8%-15.6pp | 76.9%-19.8pp | 69.5%-12.4pp |
| Annual return | 7.01% | 21.57%-14.6pp | 25.88%-18.9pp | 73.15%-66.1pp |
| Employer contribution / active EE | $642 | $1,755-63.4% | $2,428-73.6% | $2,343-72.6% |
| Participant deferral / active EE | $1,487 | $2,987-50.2% | $3,706-59.9% | $3,332-55.4% |
| Admin fee / account holder | $187 | $4,512-95.9% | $5,608-96.7% | $4,645-96.0% |