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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 | $9,001 | $52,678-82.9% | $75,784-88.1% | $59,633-84.9% |
| Participation rate | 42.5% | 67.2%-24.7pp | 75.8%-33.3pp | 68.7%-26.2pp |
| Annual return | -13.15% | 2.95%-16.1pp | 9.68%-22.8pp | 2041.40%-2054.5pp |
| Employer contribution / active EE | $672 | $2,193-69.4% | $3,323-79.8% | $2,203-69.5% |
| Participant deferral / active EE | $2,469 | $2,591-4.7% | $3,652-32.4% | $3,192-22.7% |
| Admin fee / account holder | $10 | $3,610-99.7% | $5,300-99.8% | $4,297-99.8% |