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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 | $13,695 | $153,311-91.1% | $109,313-87.5% | $273,972-95.0% |
| Participation rate | 9.1% | 80.1%-71.0pp | 71.3%-62.2pp | 83.0%-73.9pp |
| Annual return | 0.15% | 29.86%-29.7pp | 22.07%-21.9pp | 41.46%-41.3pp |
| Employer contribution / active EE | $175 | $5,619-96.9% | $3,892-95.5% | $4,869-96.4% |
| Participant deferral / active EE | $218 | $3,932-94.5% | $3,166-93.1% | $5,287-95.9% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |