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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 | $7,923 | $84,236-90.6% | $170,435-95.4% | $70,126-88.7% |
| Participation rate | 63.2% | 70.8%-7.7pp | 83.6%-20.4pp | 69.5%-6.4pp |
| Annual return | 7.58% | 23.06%-15.5pp | 205.94%-198.4pp | 73.15%-65.6pp |
| Employer contribution / active EE | $631 | $3,387-81.4% | $5,432-88.4% | $2,343-73.1% |
| Participant deferral / active EE | $957 | $3,086-69.0% | $4,939-80.6% | $3,332-71.3% |
| Admin fee / account holder | $154 | $5,698-97.3% | $13,881-98.9% | $4,645-96.7% |