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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 | $11,138 | $96,956-88.5% | $69,779-84.0% | $273,972-95.9% |
| Participation rate | 30.0% | 77.1%-47.1pp | 71.8%-41.8pp | 83.0%-53.0pp |
| Annual return | 1.29% | 12.93%-11.6pp | 12.99%-11.7pp | 41.46%-40.2pp |
| Employer contribution / active EE | $414 | $3,316-87.5% | $2,338-82.3% | $4,869-91.5% |
| Participant deferral / active EE | $773 | $3,744-79.3% | $2,931-73.6% | $5,287-85.4% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |