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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 | $10,661 | $58,851-81.9% | $115,170-90.7% | $72,975-85.4% |
| Participation rate | 33.3% | 65.5%-32.2pp | 75.9%-42.6pp | 69.5%-36.2pp |
| Annual return | 12.29% | 23.16%-10.9pp | 35.60%-23.3pp | 81.01%-68.7pp |
| Employer contribution / active EE | $587 | $1,798-67.3% | $3,179-81.5% | $2,440-75.9% |
| Participant deferral / active EE | $1,042 | $2,643-60.6% | $4,169-75.0% | $3,608-71.1% |
| Admin fee / account holder | $15 | $6,370-99.8% | $7,089-99.8% | $5,124-99.7% |