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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 | $11,295 | $87,705-87.1% | $63,517-82.2% | $125,393-91.0% |
| Participation rate | 30.4% | 77.0%-46.6pp | 71.0%-40.6pp | 83.2%-52.8pp |
| Annual return | -5.11% | 21.70%-26.8pp | -70.30%+65.2pp | 282.23%-287.3pp |
| Employer contribution / active EE | $399 | $3,601-88.9% | $2,322-82.8% | $4,866-91.8% |
| Participant deferral / active EE | $1,260 | $3,939-68.0% | $2,953-57.3% | $5,351-76.4% |
| Admin fee / account holder | $101 | $11,948-99.2% | $5,892-98.3% | $9,541-98.9% |