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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 | $7,557 | $47,977-84.2% | $154,114-95.1% | $56,287-86.6% |
| Participation rate | 36.8% | 66.2%-29.4pp | 83.0%-46.3pp | 69.9%-33.1pp |
| Annual return | -16.31% | 3.54%-19.8pp | 735.16%-751.5pp | -9.96%-6.3pp |
| Employer contribution / active EE | $557 | $2,169-74.3% | $5,298-89.5% | $2,111-73.6% |
| Participant deferral / active EE | $1,290 | $2,392-46.1% | $5,081-74.6% | $3,350-61.5% |
| Admin fee / account holder | $286 | $438-34.8% | $13,411-97.9% | $521-45.1% |