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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 | $9,600 | $167,352-94.3% | $143,788-93.3% | $134,509-92.9% |
| Participation rate | 45.5% | 84.8%-39.4pp | 80.3%-34.9pp | 81.2%-35.8pp |
| Annual return | -32.13% | 0.47%-32.6pp | -0.03%-32.1pp | 418.13%-450.3pp |
| Employer contribution / active EE | $1,347 | $5,620-76.0% | $4,952-72.8% | $4,741-71.6% |
| Participant deferral / active EE | $2,744 | $6,447-57.4% | $5,638-51.3% | $6,400-57.1% |
| Admin fee / account holder | $61 | $18,091-99.7% | $14,675-99.6% | $11,427-99.5% |