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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 | $9,283 | $81,840-88.7% | $63,412-85.4% | $125,393-92.6% |
| Participation rate | 50.0% | 73.0%-23.0pp | 67.1%-17.1pp | 83.2%-33.2pp |
| Annual return | -4.71% | -0.10%-4.6pp | 4.04%-8.8pp | 282.23%-286.9pp |
| Employer contribution / active EE | $295 | $2,377-87.6% | $1,814-83.7% | $4,866-93.9% |
| Participant deferral / active EE | $633 | $3,064-79.4% | $2,496-74.7% | $5,351-88.2% |
| Admin fee / account holder | $0 | $4,951-100.0% | $3,753-100.0% | $9,541-100.0% |