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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 | $7,236 | $64,719-88.8% | $112,249-93.6% | $68,486-89.4% |
| Participation rate | 53.8% | 67.2%-13.3pp | 75.1%-21.2pp | 67.9%-14.0pp |
| Annual return | -30.55% | -11.40%-19.1pp | 27.48%-58.0pp | -7.85%-22.7pp |
| Employer contribution / active EE | $787 | $2,747-71.3% | $3,636-78.4% | $2,597-69.7% |
| Participant deferral / active EE | $2,587 | $3,565-27.4% | $4,729-45.3% | $4,028-35.8% |
| Admin fee / account holder | $36 | $5,232-99.3% | $6,412-99.4% | $5,404-99.3% |