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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 | $8,752 | $41,377-78.8% | $109,313-92.0% | $62,881-86.1% |
| Participation rate | 52.4% | 57.5%-5.2pp | 71.3%-18.9pp | 69.3%-16.9pp |
| Annual return | 4.86% | 11.05%-6.2pp | 22.07%-17.2pp | 20.14%-15.3pp |
| Employer contribution / active EE | $642 | $1,276-49.7% | $3,892-83.5% | $2,281-71.9% |
| Participant deferral / active EE | $798 | $2,045-61.0% | $3,166-74.8% | $3,203-75.1% |
| Admin fee / account holder | $174 | $2,884-94.0% | $5,666-96.9% | $4,296-95.9% |