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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 | $7,657 | $62,583-87.8% | $76,767-90.0% | $64,173-88.1% |
| Participation rate | 64.1% | 72.8%-8.7pp | 77.0%-12.9pp | 69.6%-5.5pp |
| Annual return | -12.71% | -1.95%-10.8pp | 2.43%-15.1pp | 7.63%-20.3pp |
| Employer contribution / active EE | $1,064 | $1,832-42.0% | $2,485-57.2% | $2,381-55.3% |
| Participant deferral / active EE | $1,898 | $3,145-39.6% | $3,852-50.7% | $3,470-45.3% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |