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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 | $7,310 | $75,962-90.4% | $154,108-95.3% | $64,173-88.6% |
| Participation rate | 45.5% | 70.4%-25.0pp | 83.0%-37.6pp | 69.6%-24.1pp |
| Annual return | -9.74% | 30.32%-40.1pp | 735.21%-744.9pp | 7.63%-17.4pp |
| Employer contribution / active EE | $499 | $3,350-85.1% | $5,298-90.6% | $2,381-79.0% |
| Participant deferral / active EE | $1,351 | $3,175-57.5% | $5,081-73.4% | $3,470-61.1% |
| Admin fee / account holder | $2 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |