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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 | $9,603 | $53,128-81.9% | $86,582-88.9% | $70,126-86.3% |
| Participation rate | 56.9% | 65.3%-8.4pp | 73.5%-16.7pp | 69.5%-12.6pp |
| Annual return | 4.53% | 27.66%-23.1pp | 965.08%-960.6pp | 73.15%-68.6pp |
| Employer contribution / active EE | $1,382 | $2,068-33.2% | $2,839-51.3% | $2,343-41.0% |
| Participant deferral / active EE | $2,751 | $2,695+2.1% | $3,609-23.8% | $3,332-17.4% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |