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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 | $10,716 | $52,678-79.7% | $75,784-85.9% | $59,633-82.0% |
| Participation rate | 35.0% | 67.2%-32.2pp | 75.8%-40.8pp | 68.7%-33.7pp |
| Annual return | -3.36% | 2.95%-6.3pp | 9.68%-13.0pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $592 | $2,193-73.0% | $3,323-82.2% | $2,203-73.1% |
| Participant deferral / active EE | $1,222 | $2,591-52.8% | $3,652-66.5% | $3,192-61.7% |
| Admin fee / account holder | $229 | $3,610-93.7% | $5,300-95.7% | $4,297-94.7% |