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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 | $9,668 | $58,895-83.6% | $178,503-94.6% | $73,497-86.8% |
| Participation rate | 40.0% | 66.2%-26.2pp | 81.9%-41.9pp | 70.7%-30.7pp |
| Annual return | 8.41% | 24.86%-16.5pp | 151.12%-142.7pp | 28.51%-20.1pp |
| Employer contribution / active EE | $344 | $2,236-84.6% | $5,011-93.1% | $2,270-84.9% |
| Participant deferral / active EE | $949 | $2,567-63.0% | $5,202-81.8% | $3,740-74.6% |
| Admin fee / account holder | $275 | $400-31.4% | $13,987-98.0% | $513-46.5% |