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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 | $4,931 | $99,032-95.0% | $80,022-93.8% | $135,379-96.4% |
| Participation rate | 60.0% | 78.4%-18.4pp | 75.8%-15.8pp | 82.6%-22.6pp |
| Annual return | -19.44% | 15.39%-34.8pp | 11.22%-30.7pp | 519.79%-539.2pp |
| Employer contribution / active EE | $1,814 | $3,043-40.4% | $2,468-26.5% | $4,779-62.0% |
| Participant deferral / active EE | $1,289 | $4,282-69.9% | $3,686-65.0% | $5,609-77.0% |
| Admin fee / account holder | $39 | $10,436-99.6% | $6,521-99.4% | $10,828-99.6% |