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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 | $12,316 | $52,678-76.6% | $75,784-83.7% | $59,633-79.3% |
| Participation rate | 36.8% | 67.2%-30.4pp | 75.8%-39.0pp | 68.7%-31.8pp |
| Annual return | -4.88% | 2.95%-7.8pp | 9.68%-14.6pp | 2041.45%-2046.3pp |
| Employer contribution / active EE | $908 | $2,193-58.6% | $3,323-72.7% | $2,203-58.8% |
| Participant deferral / active EE | $1,104 | $2,591-57.4% | $3,652-69.8% | $3,192-65.4% |
| Admin fee / account holder | $118 | $3,610-96.7% | $5,300-97.8% | $4,297-97.3% |