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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 | $13,091 | $107,421-87.8% | $182,262-92.8% | $94,015-86.1% |
| Participation rate | 58.5% | 77.8%-19.3pp | 84.2%-25.8pp | 70.8%-12.4pp |
| Annual return | 8.42% | 21.32%-12.9pp | 140.60%-132.2pp | 17.84%-9.4pp |
| Employer contribution / active EE | $1,630 | $3,448-52.7% | $5,046-67.7% | $2,790-41.6% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $149 | $8,692-98.3% | $16,712-99.1% | $8,951-98.3% |