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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 | $9,035 | $85,790-89.5% | $67,313-86.6% | $135,379-93.3% |
| Participation rate | 43.8% | 76.5%-32.7pp | 69.1%-25.3pp | 82.6%-38.9pp |
| Annual return | -16.99% | -0.54%-16.4pp | -4.08%-12.9pp | 519.79%-536.8pp |
| Employer contribution / active EE | $592 | $3,487-83.0% | $2,566-76.9% | $4,779-87.6% |
| Participant deferral / active EE | $1,990 | $4,651-57.2% | $3,568-44.2% | $5,609-64.5% |
| Admin fee / account holder | $180 | $6,392-97.2% | $4,507-96.0% | $10,828-98.3% |