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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 | $7,826 | $54,380-85.6% | $68,509-88.6% | $59,633-86.9% |
| Participation rate | 42.4% | 70.2%-27.8pp | 74.7%-32.3pp | 68.7%-26.2pp |
| Annual return | -5.41% | 2.83%-8.2pp | 8.27%-13.7pp | 2041.45%-2046.9pp |
| Employer contribution / active EE | $418 | $1,539-72.8% | $2,278-81.7% | $2,203-81.0% |
| Participant deferral / active EE | $1,270 | $2,643-51.9% | $3,382-62.4% | $3,192-60.2% |
| Admin fee / account holder | $245 | $3,885-93.7% | $5,275-95.4% | $4,297-94.3% |