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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 | $21,434 | $76,371-71.9% | $93,621-77.1% | $72,975-70.6% |
| Participation rate | 66.7% | 71.8%-5.1pp | 75.8%-9.2pp | 69.5%-2.8pp |
| Annual return | 6.16% | 25.82%-19.7pp | 32.76%-26.6pp | 81.01%-74.9pp |
| Employer contribution / active EE | $1,257 | $2,276-44.7% | $2,719-53.8% | $2,440-48.5% |
| Participant deferral / active EE | $2,055 | $3,538-41.9% | $4,070-49.5% | $3,608-43.0% |
| Admin fee / account holder | $0 | $6,839-100.0% | $7,890-100.0% | $5,124-100.0% |