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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 | $9,486 | $85,766-88.9% | $136,298-93.0% | $70,126-86.5% |
| Participation rate | 58.1% | 74.2%-16.1pp | 81.9%-23.9pp | 69.5%-11.5pp |
| Annual return | -2.72% | 31.46%-34.2pp | 5156.27%-5159.0pp | 73.15%-75.9pp |
| Employer contribution / active EE | $1,255 | $2,966-57.7% | $4,696-73.3% | $2,343-46.4% |
| Participant deferral / active EE | $2,486 | $5,051-50.8% | $6,247-60.2% | $3,332-25.4% |
| Admin fee / account holder | $106 | $5,421-98.1% | $9,244-98.9% | $4,645-97.7% |