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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 | $14,639 | $88,707-83.5% | $74,184-80.3% | $273,972-94.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | -0.36% | 11.94%-12.3pp | 17.74%-18.1pp | 41.46%-41.8pp |
| Employer contribution / active EE | $1,699 | $3,159-46.2% | $2,370-28.3% | $4,869-65.1% |
| Participant deferral / active EE | $1,699 | $4,212-59.7% | $3,550-52.1% | $5,287-67.9% |
| Admin fee / account holder | $162 | $8,717-98.1% | $5,586-97.1% | $10,133-98.4% |