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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 | $3,641 | $48,050-92.4% | $85,969-95.8% | $59,633-93.9% |
| Participation rate | 61.3% | 64.5%-3.2pp | 76.5%-15.2pp | 68.7%-7.4pp |
| Annual return | -7.83% | 0.29%-8.1pp | 9.32%-17.1pp | 2041.45%-2049.3pp |
| Employer contribution / active EE | $567 | $1,640-65.4% | $3,474-83.7% | $2,203-74.3% |
| Participant deferral / active EE | $1,138 | $2,249-49.4% | $3,829-70.3% | $3,192-64.3% |
| Admin fee / account holder | $81 | $3,206-97.5% | $6,053-98.7% | $4,297-98.1% |