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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 | $8,287 | $83,908-90.1% | $68,509-87.9% | $125,393-93.4% |
| Participation rate | 42.9% | 78.2%-35.3pp | 74.7%-31.9pp | 83.2%-40.3pp |
| Annual return | -5.45% | 14.48%-19.9pp | 8.27%-13.7pp | 282.23%-287.7pp |
| Employer contribution / active EE | $946 | $3,031-68.8% | $2,278-58.5% | $4,866-80.6% |
| Participant deferral / active EE | $1,118 | $4,125-72.9% | $3,382-66.9% | $5,351-79.1% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |