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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 | $12,949 | $85,169-84.8% | $172,755-92.5% | $72,983-82.3% |
| Participation rate | 57.6% | 70.1%-12.5pp | 82.6%-25.1pp | 69.5%-11.9pp |
| Annual return | 15.37% | 27.32%-12.0pp | 802.94%-787.6pp | 81.01%-65.6pp |
| Employer contribution / active EE | $504 | $3,324-84.8% | $5,144-90.2% | $2,440-79.4% |
| Participant deferral / active EE | $1,161 | $3,260-64.4% | $5,198-77.7% | $3,608-67.8% |
| Admin fee / account holder | $225 | $5,880-96.2% | $13,955-98.4% | $5,124-95.6% |