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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 | $5,958 | $41,981-85.8% | $63,412-90.6% | $59,633-90.0% |
| Participation rate | 18.7% | 60.3%-41.6pp | 67.1%-48.4pp | 68.7%-50.0pp |
| Annual return | -3.45% | 13.04%-16.5pp | 4.04%-7.5pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $182 | $1,287-85.9% | $1,814-90.0% | $2,203-91.7% |
| Participant deferral / active EE | $804 | $2,002-59.8% | $2,496-67.8% | $3,192-74.8% |
| Admin fee / account holder | $41 | $3,509-98.8% | $3,753-98.9% | $4,297-99.0% |