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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 | $15,623 | $161,352-90.3% | $134,172-88.4% | $137,256-88.6% |
| Participation rate | 63.6% | 78.3%-14.6pp | 72.5%-8.8pp | 80.0%-16.3pp |
| Annual return | 5.45% | 28.72%-23.3pp | 25.30%-19.9pp | 220.34%-214.9pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,404 | $5,552-56.7% | $4,690-48.7% | $6,407-62.5% |
| Admin fee / account holder | $106 | $15,028-99.3% | $12,016-99.1% | $12,270-99.1% |