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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 | $8,802 | $39,162-77.5% | $100,671-91.3% | $59,633-85.2% |
| Participation rate | 54.5% | 55.9%-1.3pp | 70.7%-16.2pp | 68.7%-14.1pp |
| Annual return | -2.72% | 21.07%-23.8pp | 20.43%-23.2pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $647 | $1,151-43.8% | $4,012-83.9% | $2,203-70.6% |
| Participant deferral / active EE | $1,548 | $1,992-22.3% | $3,144-50.8% | $3,192-51.5% |
| Admin fee / account holder | $61 | $2,969-97.9% | $4,850-98.7% | $4,297-98.6% |