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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 | $6,599 | $92,219-92.8% | $76,767-91.4% | $135,380-95.1% |
| Participation rate | 64.3% | 79.8%-15.5pp | 77.0%-12.7pp | 82.6%-18.4pp |
| Annual return | -10.95% | 5.46%-16.4pp | 2.43%-13.4pp | 519.81%-530.8pp |
| Employer contribution / active EE | $893 | $3,216-72.2% | $2,485-64.1% | $4,779-81.3% |
| Participant deferral / active EE | $2,529 | $4,508-43.9% | $3,852-34.4% | $5,609-54.9% |
| Admin fee / account holder | $167 | $10,749-98.5% | $6,675-97.5% | $10,828-98.5% |