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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 | $11,134 | $39,162-71.6% | $100,671-88.9% | $59,633-81.3% |
| Participation rate | 41.9% | 55.9%-14.0pp | 70.7%-28.8pp | 68.7%-26.8pp |
| Annual return | -5.50% | 21.07%-26.6pp | 20.43%-25.9pp | 2041.45%-2046.9pp |
| Employer contribution / active EE | $328 | $1,151-71.5% | $4,012-91.8% | $2,203-85.1% |
| Participant deferral / active EE | $849 | $1,992-57.4% | $3,144-73.0% | $3,192-73.4% |
| Admin fee / account holder | $235 | $2,969-92.1% | $4,850-95.2% | $4,297-94.5% |