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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 | $7,704 | $90,448-91.5% | $93,786-91.8% | $134,545-94.3% |
| Participation rate | 66.7% | 82.0%-15.3pp | 81.0%-14.3pp | 81.2%-14.6pp |
| Annual return | -27.45% | -15.71%-11.7pp | -11.32%-16.1pp | 418.37%-445.8pp |
| Employer contribution / active EE | $1,686 | $4,349-61.2% | $4,328-61.0% | $4,742-64.4% |
| Participant deferral / active EE | $2,377 | $5,983-60.3% | $6,100-61.0% | $6,401-62.9% |
| Admin fee / account holder | $20 | $9,232-99.8% | $7,184-99.7% | $11,431-99.8% |