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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 | $9,853 | $65,704-85.0% | $94,229-89.5% | $59,633-83.5% |
| Participation rate | 50.9% | 72.1%-21.2pp | 78.8%-27.9pp | 68.7%-17.8pp |
| Annual return | -2.86% | 5.22%-8.1pp | 10.68%-13.5pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $936 | $2,021-53.7% | $3,587-73.9% | $2,203-57.5% |
| Participant deferral / active EE | $1,919 | $3,143-39.0% | $4,320-55.6% | $3,192-39.9% |
| Admin fee / account holder | $72 | $4,265-98.3% | $6,269-98.8% | $4,297-98.3% |