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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 | $8,332 | $46,360-82.0% | $147,617-94.4% | $52,331-84.1% |
| Participation rate | 60.8% | 64.9%-4.2pp | 84.6%-23.8pp | 68.1%-7.3pp |
| Annual return | -4.71% | 1.62%-6.3pp | 61.98%-66.7pp | 4.54%-9.3pp |
| Employer contribution / active EE | $867 | $2,126-59.2% | $5,564-84.4% | $1,882-53.9% |
| Participant deferral / active EE | $2,314 | $2,258+2.5% | $4,895-52.7% | $3,022-23.4% |
| Admin fee / account holder | $249 | $766-67.4% | $11,612-97.9% | $592-57.8% |