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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 | $4,803 | $52,678-90.9% | $75,784-93.7% | $59,633-91.9% |
| Participation rate | 62.5% | 67.2%-4.7pp | 75.8%-13.3pp | 68.7%-6.2pp |
| Annual return | -4.84% | 2.95%-7.8pp | 9.68%-14.5pp | 2041.45%-2046.3pp |
| Employer contribution / active EE | $687 | $2,193-68.7% | $3,323-79.3% | $2,203-68.8% |
| Participant deferral / active EE | $1,188 | $2,591-54.1% | $3,652-67.5% | $3,192-62.8% |
| Admin fee / account holder | $261 | $3,610-92.8% | $5,300-95.1% | $4,297-93.9% |