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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 | $17,686 | $54,541-67.6% | $78,778-77.5% | $70,126-74.8% |
| Participation rate | 35.1% | 60.8%-25.7pp | 69.2%-34.1pp | 69.5%-34.5pp |
| Annual return | 11.01% | 21.07%-10.1pp | 35.62%-24.6pp | 73.15%-62.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,171 | $2,210-47.0% | $2,958-60.4% | $3,332-64.9% |
| Admin fee / account holder | $259 | $3,709-93.0% | $5,134-95.0% | $4,645-94.4% |