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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 | $9,407 | $95,917-90.2% | $79,583-88.2% | $134,545-93.0% |
| Participation rate | 29.4% | 75.0%-45.6pp | 69.5%-40.1pp | 81.2%-51.8pp |
| Annual return | -22.50% | -2.70%-19.8pp | 0.16%-22.7pp | 418.37%-440.9pp |
| Employer contribution / active EE | $739 | $3,129-76.4% | $2,414-69.4% | $4,742-84.4% |
| Participant deferral / active EE | $1,349 | $4,694-71.3% | $3,986-66.2% | $6,401-78.9% |
| Admin fee / account holder | $286 | $9,132-96.9% | $6,835-95.8% | $11,431-97.5% |