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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 | $8,418 | $107,806-92.2% | $90,655-90.7% | $135,382-93.8% |
| Participation rate | 55.6% | 78.0%-22.5pp | 74.0%-18.5pp | 82.6%-27.1pp |
| Annual return | -15.77% | -0.90%-14.9pp | 1.89%-17.7pp | 519.77%-535.5pp |
| Employer contribution / active EE | $1,063 | $3,018-64.8% | $2,532-58.0% | $4,779-77.8% |
| Participant deferral / active EE | $1,608 | $3,872-58.5% | $3,425-53.0% | $5,609-71.3% |
| Admin fee / account holder | $234 | $5,931-96.1% | $4,994-95.3% | $10,829-97.8% |