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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 | $13,857 | $58,726-76.4% | $142,898-90.3% | $85,847-83.9% |
| Participation rate | 55.2% | 58.5%-3.3pp | 72.0%-16.8pp | 69.3%-14.1pp |
| Annual return | 3.93% | 27.73%-23.8pp | 5639.64%-5635.7pp | 318.61%-314.7pp |
| Employer contribution / active EE | $343 | $1,424-75.9% | $4,146-91.7% | $2,565-86.6% |
| Participant deferral / active EE | $1,212 | $2,609-53.5% | $3,838-68.4% | $3,952-69.3% |
| Admin fee / account holder | $109 | $4,234-97.4% | $6,560-98.3% | $6,261-98.3% |