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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 | $7,200 | $46,596-84.5% | $64,099-88.8% | $75,181-90.4% |
| Participation rate | 43.2% | 65.9%-22.7pp | 72.3%-29.1pp | 67.2%-24.0pp |
| Annual return | 10.09% | 26.04%-16.0pp | 33.70%-23.6pp | 160.69%-150.6pp |
| Employer contribution / active EE | $562 | $1,975-71.5% | $2,748-79.6% | $2,671-79.0% |
| Participant deferral / active EE | $1,156 | $2,837-59.2% | $3,881-70.2% | $4,126-72.0% |
| Admin fee / account holder | $23 | $2,954-99.2% | $3,070-99.2% | $5,650-99.6% |