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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 | $11,530 | $72,177-84.0% | $115,037-90.0% | $59,633-80.7% |
| Participation rate | 54.1% | 72.6%-18.5pp | 81.4%-27.3pp | 68.7%-14.6pp |
| Annual return | -2.51% | 12.02%-14.5pp | 26.14%-28.7pp | 2041.40%-2043.9pp |
| Employer contribution / active EE | $970 | $2,841-65.9% | $4,608-78.9% | $2,203-56.0% |
| Participant deferral / active EE | $2,025 | $4,783-57.7% | $6,026-66.4% | $3,192-36.5% |
| Admin fee / account holder | $58 | $4,927-98.8% | $8,175-99.3% | $4,297-98.7% |