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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 | $8,827 | $69,518-87.3% | $59,883-85.3% | $135,377-93.5% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.7%-11.1pp | 82.6%-19.0pp |
| Annual return | -10.67% | 7.95%-18.6pp | 3.46%-14.1pp | 519.75%-530.4pp |
| Employer contribution / active EE | $402 | $3,235-87.6% | $2,722-85.2% | $4,779-91.6% |
| Participant deferral / active EE | $2,442 | $4,204-41.9% | $3,402-28.2% | $5,609-56.5% |
| Admin fee / account holder | $65 | $5,734-98.9% | $3,591-98.2% | $10,828-99.4% |