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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 | $5,252 | $77,908-93.3% | $149,696-96.5% | $75,173-93.0% |
| Participation rate | 39.5% | 65.6%-26.0pp | 78.8%-39.2pp | 67.2%-27.7pp |
| Annual return | 12.47% | 31.73%-19.3pp | 134.46%-122.0pp | 160.72%-148.2pp |
| Employer contribution / active EE | $536 | $3,138-82.9% | $4,821-88.9% | $2,671-79.9% |
| Participant deferral / active EE | $1,095 | $3,411-67.9% | $5,682-80.7% | $4,126-73.5% |
| Admin fee / account holder | $33 | $5,950-99.4% | $13,212-99.7% | $5,651-99.4% |