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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 | $7,557 | $91,911-91.8% | $68,612-89.0% | $135,380-94.4% |
| Participation rate | 55.6% | 76.7%-21.2pp | 72.2%-16.7pp | 82.6%-27.1pp |
| Annual return | -15.46% | -8.22%-7.2pp | -4.63%-10.8pp | 519.81%-535.3pp |
| Employer contribution / active EE | $986 | $3,924-74.9% | $2,625-62.4% | $4,779-79.4% |
| Participant deferral / active EE | $1,844 | $4,315-57.3% | $3,311-44.3% | $5,609-67.1% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,828-100.0% |