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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 | $6,846 | $48,050-85.8% | $85,969-92.0% | $59,633-88.5% |
| Participation rate | 42.6% | 64.5%-21.8pp | 76.5%-33.9pp | 68.7%-26.0pp |
| Annual return | -4.27% | 0.29%-4.6pp | 9.32%-13.6pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $800 | $1,640-51.2% | $3,474-77.0% | $2,203-63.7% |
| Participant deferral / active EE | $934 | $2,249-58.5% | $3,829-75.6% | $3,192-70.7% |
| Admin fee / account holder | $0 | $3,206-100.0% | $6,053-100.0% | $4,297-100.0% |