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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 | $8,637 | $101,063-91.5% | $81,473-89.4% | $147,586-94.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 6.23% | 32.41%-26.2pp | 38.78%-32.6pp | 578.59%-572.4pp |
| Employer contribution / active EE | $1,019 | $3,206-68.2% | $2,568-60.3% | $4,876-79.1% |
| Participant deferral / active EE | $1,791 | $4,242-57.8% | $3,537-49.4% | $5,439-67.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |