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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 | $6,310 | $30,732-79.5% | $59,496-89.4% | $59,633-89.4% |
| Participation rate | 54.1% | 43.2%+10.8pp | 54.6%-0.5pp | 68.7%-14.6pp |
| Annual return | -6.04% | 4.47%-10.5pp | 182.05%-188.1pp | 2041.45%-2047.5pp |
| Employer contribution / active EE | $855 | $631+35.5% | $1,153-25.9% | $2,203-61.2% |
| Participant deferral / active EE | $962 | $1,183-18.6% | $1,829-47.4% | $3,192-69.8% |
| Admin fee / account holder | $252 | $2,136-88.2% | $2,232-88.7% | $4,297-94.1% |