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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 | $18,642 | $72,273-74.2% | $101,275-81.6% | $79,856-76.7% |
| Participation rate | 56.3% | 68.5%-12.2pp | 75.8%-19.6pp | 69.6%-13.4pp |
| Annual return | 4.10% | 22.30%-18.2pp | 46.48%-42.4pp | 31.71%-27.6pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $186 | $4,401-95.8% | $5,948-96.9% | $5,306-96.5% |