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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 | $9,791 | $90,486-89.2% | $78,676-87.6% | $273,972-96.4% |
| Participation rate | 42.9% | 76.5%-33.7pp | 73.6%-30.7pp | 83.0%-40.2pp |
| Annual return | -0.05% | 75.62%-75.7pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $666 | $3,175-79.0% | $2,850-76.6% | $4,869-86.3% |
| Participant deferral / active EE | $727 | $3,901-81.4% | $3,517-79.3% | $5,287-86.2% |
| Admin fee / account holder | $181 | $5,263-96.6% | $4,510-96.0% | $10,133-98.2% |