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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 | $7,835 | $54,357-85.6% | $82,706-90.5% | $68,495-88.6% |
| Participation rate | 66.7% | 63.9%+2.7pp | 72.6%-5.9pp | 67.9%-1.2pp |
| Annual return | -26.21% | -13.67%-12.5pp | 701.76%-728.0pp | -7.84%-18.4pp |
| Employer contribution / active EE | $1,197 | $2,218-46.1% | $3,007-60.2% | $2,596-53.9% |
| Participant deferral / active EE | $2,976 | $3,246-8.3% | $4,394-32.3% | $4,028-26.1% |
| Admin fee / account holder | $60 | $4,396-98.6% | $5,329-98.9% | $5,403-98.9% |