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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 | $7,029 | $30,732-77.1% | $59,496-88.2% | $59,633-88.2% |
| Participation rate | 15.0% | 43.2%-28.2pp | 54.6%-39.6pp | 68.7%-53.7pp |
| Annual return | -3.41% | 4.47%-7.9pp | 182.05%-185.5pp | 2041.40%-2044.8pp |
| Employer contribution / active EE | $175 | $631-72.3% | $1,153-84.8% | $2,203-92.1% |
| Participant deferral / active EE | $364 | $1,183-69.2% | $1,829-80.1% | $3,192-88.6% |
| Admin fee / account holder | $109 | $2,136-94.9% | $2,232-95.1% | $4,297-97.5% |