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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 | $12,932 | $65,367-80.2% | $92,915-86.1% | $72,976-82.3% |
| Participation rate | 38.4% | 68.3%-30.0pp | 76.0%-37.6pp | 69.5%-31.1pp |
| Annual return | 7.43% | 42.11%-34.7pp | 109.45%-102.0pp | 81.02%-73.6pp |
| Employer contribution / active EE | $879 | $2,594-66.1% | $3,653-75.9% | $2,440-64.0% |
| Participant deferral / active EE | $1,323 | $3,128-57.7% | $4,238-68.8% | $3,608-63.3% |
| Admin fee / account holder | $43 | $4,251-99.0% | $5,796-99.3% | $5,124-99.2% |