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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 | $6,925 | $110,379-93.7% | $102,412-93.2% | $145,884-95.3% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.6pp | 80.3%-37.4pp |
| Annual return | 0.29% | 24.84%-24.5pp | 24.94%-24.6pp | 551.85%-551.6pp |
| Employer contribution / active EE | $1,971 | $4,216-53.3% | $3,870-49.1% | $4,662-57.7% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $18 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |