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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 | $7,769 | $87,546-91.1% | $75,784-89.7% | $125,389-93.8% |
| Participation rate | 54.5% | 80.2%-25.6pp | 75.8%-21.3pp | 83.2%-28.6pp |
| Annual return | -6.55% | 13.49%-20.0pp | 9.68%-16.2pp | 282.24%-288.8pp |
| Employer contribution / active EE | $1,341 | $3,930-65.9% | $3,323-59.6% | $4,866-72.4% |
| Participant deferral / active EE | $1,571 | $4,230-62.8% | $3,652-57.0% | $5,352-70.6% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |