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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 | $6,090 | $57,140-89.3% | $85,240-92.9% | $80,959-92.5% |
| Participation rate | 60.6% | 56.4%+4.2pp | 67.5%-6.9pp | 67.7%-7.1pp |
| Annual return | 6.14% | 21.71%-15.6pp | 66.75%-60.6pp | 35.67%-29.5pp |
| Employer contribution / active EE | $1,878 | $1,802+4.2% | $2,735-31.3% | $2,757-31.9% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $4,992-100.0% | $6,165-100.0% | $6,925-100.0% |