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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 | $7,130 | $63,346-88.7% | $92,240-92.3% | $70,126-89.8% |
| Participation rate | 67.2% | 68.7%-1.4pp | 76.5%-9.2pp | 69.5%-2.3pp |
| Annual return | 10.25% | 530.19%-519.9pp | 176.29%-166.0pp | 73.15%-62.9pp |
| Employer contribution / active EE | $1,161 | $2,471-53.0% | $3,680-68.5% | $2,343-50.4% |
| Participant deferral / active EE | $1,699 | $2,854-40.5% | $3,897-56.4% | $3,332-49.0% |
| Admin fee / account holder | $28 | $3,841-99.3% | $5,194-99.5% | $4,645-99.4% |