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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 | $13,108 | $56,110-76.6% | $94,993-86.2% | $70,126-81.3% |
| Participation rate | 59.4% | 65.0%-5.6pp | 73.9%-14.5pp | 69.5%-10.2pp |
| Annual return | 11.37% | 51.02%-39.7pp | 27.14%-15.8pp | 73.15%-61.8pp |
| Employer contribution / active EE | $426 | $1,442-70.5% | $2,603-83.6% | $2,343-81.8% |
| Participant deferral / active EE | $1,267 | $2,391-47.0% | $3,317-61.8% | $3,332-62.0% |
| Admin fee / account holder | $0 | $3,456-100.0% | $4,960-100.0% | $4,645-100.0% |