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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 | $162,967-90.4% | $135,792-88.5% | $138,895-88.8% |
| Participation rate | 63.6% | 78.3%-14.7pp | 72.6%-9.0pp | 79.9%-16.3pp |
| Annual return | 5.45% | 30.08%-24.6pp | 25.96%-20.5pp | 145.39%-139.9pp |
| Employer contribution / active EE | $0 | $4,211-100.0% | $3,496-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,404 | $5,640-57.4% | $4,759-49.5% | $6,396-62.4% |
| Admin fee / account holder | $106 | $15,306-99.3% | $12,266-99.1% | $12,562-99.2% |