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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 | $5,832 | $40,275-85.5% | $57,356-89.8% | $59,633-90.2% |
| Participation rate | 24.0% | 69.1%-45.1pp | 75.1%-51.1pp | 68.7%-44.7pp |
| Annual return | -5.94% | 27.52%-33.5pp | 24.41%-30.3pp | 2041.45%-2047.4pp |
| Employer contribution / active EE | $345 | $1,921-82.0% | $2,689-87.2% | $2,203-84.3% |
| Participant deferral / active EE | $1,065 | $2,400-55.6% | $3,162-66.3% | $3,192-66.6% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |