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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 | $2,139 | $87,544-97.6% | $75,784-97.2% | $125,388-98.3% |
| Participation rate | 55.6% | 80.2%-24.6pp | 75.8%-20.3pp | 83.2%-27.6pp |
| Annual return | -5.70% | 13.49%-19.2pp | 9.68%-15.4pp | 282.24%-287.9pp |
| Employer contribution / active EE | $534 | $3,930-86.4% | $3,323-83.9% | $4,866-89.0% |
| Participant deferral / active EE | $1,405 | $4,229-66.8% | $3,652-61.5% | $5,352-73.8% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |