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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 | $5,293 | $105,623-95.0% | $87,502-94.0% | $273,972-98.1% |
| Participation rate | 27.3% | 78.2%-50.9pp | 73.8%-46.6pp | 83.0%-55.7pp |
| Annual return | 0.13% | 12.26%-12.1pp | 12.21%-12.1pp | 41.46%-41.3pp |
| Employer contribution / active EE | $291 | $3,141-90.7% | $2,550-88.6% | $4,869-94.0% |
| Participant deferral / active EE | $400 | $3,601-88.9% | $3,149-87.3% | $5,287-92.4% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |