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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 | $5,010 | $84,518-94.1% | $67,704-92.6% | $125,388-96.0% |
| Participation rate | 57.1% | 74.8%-17.6pp | 67.5%-10.4pp | 83.2%-26.0pp |
| Annual return | -6.97% | 2.57%-9.5pp | 25.41%-32.4pp | 282.24%-289.2pp |
| Employer contribution / active EE | $1,252 | $3,292-62.0% | $2,559-51.1% | $4,866-74.3% |
| Participant deferral / active EE | $1,458 | $4,430-67.1% | $3,585-59.3% | $5,352-72.8% |
| Admin fee / account holder | $34 | $5,340-99.4% | $4,255-99.2% | $9,541-99.6% |