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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 | $7,178 | $87,546-91.8% | $75,784-90.5% | $125,389-94.3% |
| Participation rate | 50.0% | 80.2%-30.2pp | 75.8%-25.8pp | 83.2%-33.2pp |
| Annual return | -8.96% | 13.49%-22.4pp | 9.68%-18.6pp | 282.24%-291.2pp |
| Employer contribution / active EE | $1,077 | $3,930-72.6% | $3,323-67.6% | $4,866-77.9% |
| Participant deferral / active EE | $1,346 | $4,230-68.2% | $3,652-63.1% | $5,352-74.8% |
| Admin fee / account holder | $47 | $6,503-99.3% | $5,300-99.1% | $9,541-99.5% |