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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 | $6,923 | $41,377-83.3% | $109,313-93.7% | $62,881-89.0% |
| Participation rate | 55.4% | 57.5%-2.1pp | 71.3%-15.9pp | 69.3%-13.9pp |
| Annual return | -0.20% | 11.05%-11.2pp | 22.07%-22.3pp | 20.14%-20.3pp |
| Employer contribution / active EE | $236 | $1,276-81.5% | $3,892-93.9% | $2,281-89.7% |
| Participant deferral / active EE | $1,613 | $2,045-21.1% | $3,166-49.1% | $3,203-49.6% |
| Admin fee / account holder | $299 | $2,884-89.6% | $5,666-94.7% | $4,296-93.0% |