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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 | $5,695 | $83,908-93.2% | $68,509-91.7% | $125,389-95.5% |
| Participation rate | 50.0% | 78.2%-28.2pp | 74.7%-24.7pp | 83.2%-33.2pp |
| Annual return | -6.69% | 14.48%-21.2pp | 8.27%-15.0pp | 282.24%-288.9pp |
| Employer contribution / active EE | $1,147 | $3,031-62.2% | $2,278-49.7% | $4,866-76.4% |
| Participant deferral / active EE | $1,407 | $4,125-65.9% | $3,382-58.4% | $5,352-73.7% |
| Admin fee / account holder | $42 | $8,982-99.5% | $5,275-99.2% | $9,541-99.6% |