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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 | $10,699 | $102,638-89.6% | $81,991-87.0% | $158,966-93.3% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.3%-2.6pp | 82.0%-15.3pp |
| Annual return | 5.43% | 61.05%-55.6pp | 41.31%-35.9pp | 302.95%-297.5pp |
| Employer contribution / active EE | $632 | $3,241-80.5% | $2,498-74.7% | $4,762-86.7% |
| Participant deferral / active EE | $1,120 | $4,649-75.9% | $3,722-69.9% | $5,983-81.3% |
| Admin fee / account holder | $80 | $8,237-99.0% | $5,665-98.6% | $11,250-99.3% |