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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 | $11,288 | $86,701-87.0% | $73,309-84.6% | $125,389-91.0% |
| Participation rate | 58.3% | 78.6%-20.3pp | 74.9%-16.6pp | 83.2%-24.9pp |
| Annual return | -5.64% | 2.78%-8.4pp | 5.67%-11.3pp | 282.24%-287.9pp |
| Employer contribution / active EE | $883 | $4,152-78.7% | $3,237-72.7% | $4,866-81.9% |
| Participant deferral / active EE | $2,987 | $5,549-46.2% | $4,991-40.2% | $5,352-44.2% |
| Admin fee / account holder | $95 | $7,768-98.8% | $5,635-98.3% | $9,541-99.0% |