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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 | $8,131 | $83,908-90.3% | $68,509-88.1% | $125,389-93.5% |
| Participation rate | 62.5% | 78.2%-15.7pp | 74.7%-12.2pp | 83.2%-20.7pp |
| Annual return | -9.84% | 14.48%-24.3pp | 8.27%-18.1pp | 282.24%-292.1pp |
| Employer contribution / active EE | $1,123 | $3,031-63.0% | $2,278-50.7% | $4,866-76.9% |
| Participant deferral / active EE | $1,180 | $4,125-71.4% | $3,382-65.1% | $5,352-77.9% |
| Admin fee / account holder | $34 | $8,982-99.6% | $5,275-99.4% | $9,541-99.6% |