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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 | $8,985 | $72,177-87.6% | $115,038-92.2% | $59,633-84.9% |
| Participation rate | 42.3% | 72.6%-30.2pp | 81.4%-39.1pp | 68.7%-26.4pp |
| Annual return | -7.19% | 12.02%-19.2pp | 26.14%-33.3pp | 2041.45%-2048.6pp |
| Employer contribution / active EE | $980 | $2,841-65.5% | $4,608-78.7% | $2,203-55.5% |
| Participant deferral / active EE | $2,449 | $4,783-48.8% | $6,026-59.4% | $3,192-23.3% |
| Admin fee / account holder | $51 | $4,927-99.0% | $8,175-99.4% | $4,297-98.8% |