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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 | $6,557 | $109,372-94.0% | $89,414-92.7% | $158,966-95.9% |
| Participation rate | 53.8% | 74.3%-20.4pp | 68.0%-14.1pp | 82.0%-28.1pp |
| Annual return | 1.36% | 345.55%-344.2pp | 245.50%-244.1pp | 302.95%-301.6pp |
| Employer contribution / active EE | $1,144 | $3,171-63.9% | $2,586-55.8% | $4,762-76.0% |
| Participant deferral / active EE | $1,412 | $4,598-69.3% | $3,890-63.7% | $5,983-76.4% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |