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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 | $9,809 | $70,002-86.0% | $115,037-91.5% | $52,331-81.3% |
| Participation rate | 68.6% | 72.1%-3.5pp | 81.4%-12.7pp | 68.1%+0.5pp |
| Annual return | -3.33% | 4.04%-7.4pp | 26.14%-29.5pp | 4.54%-7.9pp |
| Employer contribution / active EE | $1,402 | $2,715-48.4% | $4,608-69.6% | $1,882-25.5% |
| Participant deferral / active EE | $2,972 | $4,920-39.6% | $6,026-50.7% | $3,022-1.7% |
| Admin fee / account holder | $275 | $566-51.5% | $8,175-96.6% | $592-53.6% |