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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 | $10,362 | $140,578-92.6% | $100,671-89.7% | $125,389-91.7% |
| Participation rate | 50.0% | 80.4%-30.4pp | 70.7%-20.7pp | 83.2%-33.2pp |
| Annual return | -4.25% | 24.67%-28.9pp | 20.43%-24.7pp | 282.24%-286.5pp |
| Employer contribution / active EE | $193 | $5,965-96.8% | $4,012-95.2% | $4,866-96.0% |
| Participant deferral / active EE | $1,015 | $3,981-74.5% | $3,144-67.7% | $5,352-81.0% |
| Admin fee / account holder | $33 | $6,716-99.5% | $4,850-99.3% | $9,541-99.7% |