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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 | $8,941 | $65,712-86.4% | $57,196-84.4% | $273,972-96.7% |
| Participation rate | 44.4% | 78.3%-33.9pp | 75.3%-30.9pp | 83.0%-38.6pp |
| Annual return | 0.11% | 22.01%-21.9pp | 14.59%-14.5pp | 41.46%-41.3pp |
| Employer contribution / active EE | $878 | $3,280-73.2% | $2,683-67.3% | $4,869-82.0% |
| Participant deferral / active EE | $1,127 | $3,782-70.2% | $3,096-63.6% | $5,287-78.7% |
| Admin fee / account holder | $49 | $4,838-99.0% | $3,141-98.5% | $10,133-99.5% |