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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 | $10,691 | $86,050-87.6% | $189,758-94.4% | $94,015-88.6% |
| Participation rate | 54.8% | 68.9%-14.1pp | 79.8%-25.0pp | 70.8%-16.0pp |
| Annual return | 9.67% | 17.77%-8.1pp | 52.62%-43.0pp | 17.84%-8.2pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,147 | $3,349-65.8% | $5,856-80.4% | $4,249-73.0% |
| Admin fee / account holder | $61 | $6,627-99.1% | $20,388-99.7% | $8,951-99.3% |