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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 | $7,224 | $45,152-84.0% | $73,845-90.2% | $59,632-87.9% |
| Participation rate | 37.9% | 64.0%-26.1pp | 73.4%-35.5pp | 68.7%-30.7pp |
| Annual return | -3.00% | 27.40%-30.4pp | 2267.91%-2270.9pp | 2041.32%-2044.3pp |
| Employer contribution / active EE | $283 | $1,902-85.1% | $2,788-89.8% | $2,203-87.1% |
| Participant deferral / active EE | $972 | $2,574-62.2% | $3,583-72.9% | $3,192-69.5% |
| Admin fee / account holder | $168 | $3,516-95.2% | $4,881-96.6% | $4,297-96.1% |