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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 | $7,992 | $49,177-83.7% | $79,466-89.9% | $64,173-87.5% |
| Participation rate | 42.4% | 65.0%-22.6pp | 73.3%-30.9pp | 69.6%-27.1pp |
| Annual return | -13.98% | -1.16%-12.8pp | 718.28%-732.3pp | 7.63%-21.6pp |
| Employer contribution / active EE | $627 | $2,076-69.8% | $2,800-77.6% | $2,381-73.7% |
| Participant deferral / active EE | $964 | $2,821-65.8% | $3,704-74.0% | $3,470-72.2% |
| Admin fee / account holder | $1 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |