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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 | $6,396 | $73,863-91.3% | $143,797-95.6% | $68,490-90.7% |
| Participation rate | 53.3% | 66.7%-13.3pp | 80.3%-27.0pp | 67.9%-14.6pp |
| Annual return | -25.53% | 0.91%-26.4pp | -0.04%-25.5pp | -7.85%-17.7pp |
| Employer contribution / active EE | $612 | $3,185-80.8% | $4,952-87.6% | $2,597-76.4% |
| Participant deferral / active EE | $1,637 | $3,385-51.6% | $5,638-71.0% | $4,028-59.4% |
| Admin fee / account holder | $158 | $5,756-97.3% | $14,679-98.9% | $5,403-97.1% |