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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 | $7,325 | $72,404-89.9% | $110,243-93.4% | $64,173-88.6% |
| Participation rate | 43.2% | 73.3%-30.1pp | 79.8%-36.6pp | 69.6%-26.3pp |
| Annual return | -12.19% | -6.29%-5.9pp | 314.76%-327.0pp | 7.63%-19.8pp |
| Employer contribution / active EE | $867 | $2,282-62.0% | $3,827-77.3% | $2,381-63.6% |
| Participant deferral / active EE | $1,613 | $3,469-53.5% | $4,672-65.5% | $3,470-53.5% |
| Admin fee / account holder | $84 | $5,664-98.5% | $8,548-99.0% | $4,887-98.3% |