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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 | $1,109 | $29,716-96.3% | $56,077-98.0% | $80,925-98.6% |
| Participation rate | 46.9% | 41.7%+5.2pp | 52.5%-5.6pp | 67.7%-20.7pp |
| Annual return | 8.54% | 35.30%-26.8pp | 1709.28%-1700.7pp | 35.65%-27.1pp |
| Employer contribution / active EE | $172 | $671-74.4% | $1,040-83.5% | $2,756-93.8% |
| Participant deferral / active EE | $328 | $1,228-73.3% | $1,954-83.2% | $4,299-92.4% |
| Admin fee / account holder | $94 | $2,432-96.1% | $2,825-96.7% | $6,940-98.6% |