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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 | $5,937 | $95,188-93.8% | $76,518-92.2% | $135,379-95.6% |
| Participation rate | 52.6% | 74.4%-21.8pp | 68.0%-15.4pp | 82.6%-30.0pp |
| Annual return | -16.78% | 4.85%-21.6pp | -0.27%-16.5pp | 519.79%-536.6pp |
| Employer contribution / active EE | $677 | $3,303-79.5% | $2,647-74.4% | $4,779-85.8% |
| Participant deferral / active EE | $1,328 | $4,640-71.4% | $3,836-65.4% | $5,609-76.3% |
| Admin fee / account holder | $133 | $6,249-97.9% | $4,849-97.3% | $10,828-98.8% |