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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 | $3,353 | $95,193-96.5% | $76,523-95.6% | $135,382-97.5% |
| Participation rate | 54.5% | 74.4%-19.8pp | 68.0%-13.5pp | 82.6%-28.1pp |
| Annual return | -11.12% | 4.85%-16.0pp | -0.27%-10.9pp | 519.77%-530.9pp |
| Employer contribution / active EE | $409 | $3,302-87.6% | $2,647-84.5% | $4,779-91.4% |
| Participant deferral / active EE | $695 | $4,639-85.0% | $3,835-81.9% | $5,609-87.6% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,829-100.0% |