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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 | $11,228 | $95,193-88.2% | $76,523-85.3% | $135,382-91.7% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -13.13% | 4.85%-18.0pp | -0.27%-12.9pp | 519.77%-532.9pp |
| Employer contribution / active EE | $693 | $3,302-79.0% | $2,647-73.8% | $4,779-85.5% |
| Participant deferral / active EE | $882 | $4,639-81.0% | $3,835-77.0% | $5,609-84.3% |
| Admin fee / account holder | $252 | $6,249-96.0% | $4,848-94.8% | $10,829-97.7% |