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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 | $7,498 | $97,881-92.3% | $80,004-90.6% | $125,389-94.0% |
| Participation rate | 66.7% | 77.9%-11.2pp | 73.0%-6.3pp | 83.2%-16.5pp |
| Annual return | -10.04% | 9.36%-19.4pp | 7.63%-17.7pp | 282.24%-292.3pp |
| Employer contribution / active EE | $1,205 | $3,128-61.5% | $2,473-51.3% | $4,866-75.2% |
| Participant deferral / active EE | $1,945 | $3,744-48.1% | $3,204-39.3% | $5,352-63.7% |
| Admin fee / account holder | $68 | $6,278-98.9% | $5,033-98.6% | $9,541-99.3% |