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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 | $9,448 | $158,827-94.1% | $121,208-92.2% | $135,382-93.0% |
| Participation rate | 57.9% | 79.3%-21.4pp | 71.8%-13.9pp | 82.6%-24.7pp |
| Annual return | -10.34% | -0.64%-9.7pp | 16.93%-27.3pp | 519.77%-530.1pp |
| Employer contribution / active EE | $542 | $5,666-90.4% | $4,023-86.5% | $4,779-88.7% |
| Participant deferral / active EE | $641 | $4,006-84.0% | $3,345-80.8% | $5,609-88.6% |
| Admin fee / account holder | $5 | $6,514-99.9% | $5,020-99.9% | $10,829-100.0% |