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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 | $5,484 | $58,311-90.6% | $81,882-93.3% | $80,959-93.2% |
| Participation rate | 36.7% | 63.5%-26.8pp | 72.4%-35.7pp | 67.7%-31.0pp |
| Annual return | 7.05% | 41.85%-34.8pp | 779.47%-772.4pp | 35.67%-28.6pp |
| Employer contribution / active EE | $535 | $2,347-77.2% | $2,916-81.6% | $2,757-80.6% |
| Participant deferral / active EE | $757 | $3,287-77.0% | $4,323-82.5% | $4,300-82.4% |
| Admin fee / account holder | $254 | $4,752-94.6% | $7,360-96.5% | $6,925-96.3% |