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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 | $8,768 | $64,311-86.4% | $57,356-84.7% | $125,389-93.0% |
| Participation rate | 44.4% | 78.6%-34.2pp | 75.1%-30.6pp | 83.2%-38.7pp |
| Annual return | -3.65% | 25.14%-28.8pp | 24.41%-28.1pp | 282.24%-285.9pp |
| Employer contribution / active EE | $353 | $3,193-89.0% | $2,689-86.9% | $4,866-92.8% |
| Participant deferral / active EE | $1,547 | $3,846-59.8% | $3,162-51.1% | $5,352-71.1% |
| Admin fee / account holder | $0 | $5,243-100.0% | $3,357-100.0% | $9,541-100.0% |