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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 | $12,553 | $118,695-89.4% | $98,916-87.3% | $158,950-92.1% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 0.70% | 372.39%-371.7pp | 196.45%-195.8pp | 302.91%-302.2pp |
| Employer contribution / active EE | $1,185 | $3,333-64.5% | $2,689-55.9% | $4,762-75.1% |
| Participant deferral / active EE | $5,781 | $5,088+13.6% | $4,245+36.2% | $5,983-3.4% |
| Admin fee / account holder | $121 | $10,132-98.8% | $6,642-98.2% | $11,248-98.9% |