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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 | $7,595 | $103,949-92.7% | $69,182-89.0% | $273,972-97.2% |
| Participation rate | 33.3% | 67.4%-34.0pp | 55.1%-21.8pp | 83.0%-49.7pp |
| Annual return | -2.39% | 35.28%-37.7pp | -21.93%+19.5pp | 41.46%-43.8pp |
| Employer contribution / active EE | $330 | $1,783-81.5% | $1,206-72.6% | $4,869-93.2% |
| Participant deferral / active EE | $520 | $2,716-80.9% | $1,897-72.6% | $5,287-90.2% |
| Admin fee / account holder | $150 | $3,671-95.9% | $2,697-94.5% | $10,133-98.5% |