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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 | $15,114 | $58,828-74.3% | $78,002-80.6% | $62,881-76.0% |
| Participation rate | 32.7% | 71.1%-38.4pp | 75.5%-42.9pp | 69.3%-36.7pp |
| Annual return | -1.85% | 17.16%-19.0pp | 425.99%-427.8pp | 20.14%-22.0pp |
| Employer contribution / active EE | $589 | $1,672-64.8% | $2,470-76.2% | $2,281-74.2% |
| Participant deferral / active EE | $1,162 | $2,686-56.7% | $3,497-66.8% | $3,203-63.7% |
| Admin fee / account holder | $295 | $4,393-93.3% | $5,481-94.6% | $4,296-93.1% |