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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 | $7,017 | $69,541-89.9% | $59,899-88.3% | $135,380-94.8% |
| Participation rate | 46.2% | 77.8%-31.7pp | 74.7%-28.5pp | 82.6%-36.5pp |
| Annual return | -22.26% | 7.95%-30.2pp | 3.46%-25.7pp | 519.81%-542.1pp |
| Employer contribution / active EE | $572 | $3,236-82.3% | $2,723-79.0% | $4,779-88.0% |
| Participant deferral / active EE | $1,984 | $4,206-52.8% | $3,402-41.7% | $5,609-64.6% |
| Admin fee / account holder | $9 | $5,737-99.8% | $3,592-99.8% | $10,828-99.9% |