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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 | $9,138 | $85,790-89.3% | $67,313-86.4% | $135,379-93.2% |
| Participation rate | 47.1% | 76.5%-29.4pp | 69.1%-22.0pp | 82.6%-35.6pp |
| Annual return | -10.94% | -0.54%-10.4pp | -4.08%-6.9pp | 519.79%-530.7pp |
| Employer contribution / active EE | $1,059 | $3,487-69.6% | $2,566-58.7% | $4,779-77.8% |
| Participant deferral / active EE | $1,275 | $4,651-72.6% | $3,568-64.3% | $5,609-77.3% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |