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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 | $9,183 | $86,701-89.4% | $73,309-87.5% | $125,389-92.7% |
| Participation rate | 62.5% | 78.6%-16.1pp | 74.9%-12.4pp | 83.2%-20.7pp |
| Annual return | -7.60% | 2.78%-10.4pp | 5.67%-13.3pp | 282.24%-289.8pp |
| Employer contribution / active EE | $1,345 | $4,152-67.6% | $3,237-58.5% | $4,866-72.4% |
| Participant deferral / active EE | $3,622 | $5,549-34.7% | $4,991-27.4% | $5,352-32.3% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |