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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 | $9,938 | $95,188-89.6% | $76,518-87.0% | $135,380-92.7% |
| Participation rate | 28.6% | 74.4%-45.8pp | 68.0%-39.4pp | 82.6%-54.1pp |
| Annual return | -15.82% | 4.85%-20.7pp | -0.27%-15.5pp | 519.81%-535.6pp |
| Employer contribution / active EE | $635 | $3,303-80.8% | $2,647-76.0% | $4,779-86.7% |
| Participant deferral / active EE | $1,380 | $4,640-70.3% | $3,836-64.0% | $5,609-75.4% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |