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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 | $7,300 | $95,193-92.3% | $76,523-90.5% | $135,382-94.6% |
| Participation rate | 20.0% | 74.4%-54.4pp | 68.0%-48.0pp | 82.6%-62.6pp |
| Annual return | -37.80% | 4.85%-42.6pp | -0.27%-37.5pp | 519.77%-557.6pp |
| Employer contribution / active EE | $361 | $3,302-89.1% | $2,647-86.4% | $4,779-92.4% |
| Participant deferral / active EE | $960 | $4,639-79.3% | $3,835-75.0% | $5,609-82.9% |
| Admin fee / account holder | $66 | $6,249-98.9% | $4,848-98.6% | $10,829-99.4% |