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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 | $9,712 | $43,338-77.6% | $59,887-83.8% | $64,173-84.9% |
| Participation rate | 55.6% | 69.2%-13.6pp | 74.7%-19.1pp | 69.6%-14.0pp |
| Annual return | -8.96% | -1.55%-7.4pp | 3.46%-12.4pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,006 | $2,030-50.4% | $2,722-63.1% | $2,381-57.8% |
| Participant deferral / active EE | $1,592 | $2,547-37.5% | $3,402-53.2% | $3,470-54.1% |
| Admin fee / account holder | $0 | $3,007-100.0% | $3,591-100.0% | $4,887-100.0% |