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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 | $8,464 | $103,000-91.8% | $90,300-90.6% | $152,885-94.5% |
| Participation rate | 30.0% | 75.9%-45.9pp | 73.3%-43.3pp | 82.5%-52.5pp |
| Annual return | -12.09% | 95.19%-107.3pp | 78.11%-90.2pp | 345.39%-357.5pp |
| Employer contribution / active EE | $639 | $3,138-79.6% | $2,854-77.6% | $4,763-86.6% |
| Participant deferral / active EE | $829 | $4,281-80.6% | $3,884-78.7% | $5,851-85.8% |
| Admin fee / account holder | $20 | $6,173-99.7% | $5,353-99.6% | $11,598-99.8% |