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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 | $5,066 | $48,053-89.5% | $84,623-94.0% | $72,983-93.1% |
| Participation rate | 60.0% | 57.6%+2.4pp | 68.2%-8.2pp | 69.5%-9.5pp |
| Annual return | 3.76% | 37.39%-33.6pp | 258.77%-255.0pp | 81.01%-77.3pp |
| Employer contribution / active EE | $1,000 | $1,602-37.6% | $2,652-62.3% | $2,440-59.0% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,899-100.0% | $3,608-100.0% |
| Admin fee / account holder | $33 | $3,395-99.0% | $4,913-99.3% | $5,124-99.4% |