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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 | $7,965 | $126,661-93.7% | $113,397-93.0% | $138,895-94.3% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.5%-19.4pp | 79.9%-22.8pp |
| Annual return | 6.76% | 25.05%-18.3pp | 23.20%-16.4pp | 145.39%-138.6pp |
| Employer contribution / active EE | $1,835 | $3,456-46.9% | $2,977-38.4% | $4,194-56.2% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $51 | $14,549-99.7% | $11,957-99.6% | $12,562-99.6% |