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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 | $9,873 | $65,082-84.8% | $81,367-87.9% | $59,633-83.4% |
| Participation rate | 64.3% | 76.0%-11.7pp | 82.3%-18.0pp | 68.7%-4.4pp |
| Annual return | -4.66% | 1.16%-5.8pp | -0.92%-3.7pp | 2041.40%-2046.1pp |
| Employer contribution / active EE | $1,243 | $2,934-57.6% | $3,930-68.4% | $2,203-43.5% |
| Participant deferral / active EE | $3,080 | $4,083-24.6% | $5,383-42.8% | $3,192-3.5% |
| Admin fee / account holder | $53 | $7,582-99.3% | $8,926-99.4% | $4,297-98.8% |