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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 | $9,815 | $211,946-95.4% | $169,452-94.2% | $135,379-92.8% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -22.51% | 3.26%-25.8pp | 1.83%-24.3pp | 519.79%-542.3pp |
| Employer contribution / active EE | $1,265 | $5,117-75.3% | $4,157-69.6% | $4,779-73.5% |
| Participant deferral / active EE | $2,731 | $6,075-55.1% | $5,277-48.2% | $5,609-51.3% |
| Admin fee / account holder | $15 | $11,472-99.9% | $9,110-99.8% | $10,828-99.9% |