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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 | $9,797 | $95,188-89.7% | $76,518-87.2% | $135,379-92.8% |
| Participation rate | 41.2% | 74.4%-33.2pp | 68.0%-26.8pp | 82.6%-41.5pp |
| Annual return | -16.37% | 4.85%-21.2pp | -0.27%-16.1pp | 519.79%-536.2pp |
| Employer contribution / active EE | $892 | $3,303-73.0% | $2,647-66.3% | $4,779-81.3% |
| Participant deferral / active EE | $1,934 | $4,640-58.3% | $3,836-49.6% | $5,609-65.5% |
| Admin fee / account holder | $50 | $6,249-99.2% | $4,849-99.0% | $10,828-99.5% |