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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 | $18,633 | $66,764-72.1% | $88,497-78.9% | $62,881-70.4% |
| Participation rate | 57.7% | 77.3%-19.6pp | 82.4%-24.7pp | 69.3%-11.6pp |
| Annual return | 3.60% | 10.37%-6.8pp | 7.63%-4.0pp | 20.14%-16.5pp |
| Employer contribution / active EE | $877 | $3,077-71.5% | $4,036-78.3% | $2,281-61.6% |
| Participant deferral / active EE | $3,896 | $3,976-2.0% | $4,899-20.5% | $3,203+21.7% |
| Admin fee / account holder | $206 | $4,668-95.6% | $6,220-96.7% | $4,296-95.2% |