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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 | $9,521 | $54,380-82.5% | $68,509-86.1% | $59,633-84.0% |
| Participation rate | 42.3% | 70.2%-27.9pp | 74.7%-32.4pp | 68.7%-26.4pp |
| Annual return | -4.00% | 2.83%-6.8pp | 8.27%-12.3pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $837 | $1,539-45.6% | $2,278-63.3% | $2,203-62.0% |
| Participant deferral / active EE | $1,854 | $2,643-29.9% | $3,382-45.2% | $3,192-41.9% |
| Admin fee / account holder | $173 | $3,885-95.5% | $5,275-96.7% | $4,297-96.0% |