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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 | $7,587 | $65,712-88.5% | $57,196-86.7% | $273,972-97.2% |
| Participation rate | 45.5% | 78.3%-32.9pp | 75.3%-29.9pp | 83.0%-37.6pp |
| Annual return | 0.88% | 22.01%-21.1pp | 14.59%-13.7pp | 41.46%-40.6pp |
| Employer contribution / active EE | $856 | $3,280-73.9% | $2,683-68.1% | $4,869-82.4% |
| Participant deferral / active EE | $1,182 | $3,782-68.8% | $3,096-61.8% | $5,287-77.6% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |