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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 | $7,674 | $50,947-84.9% | $74,551-89.7% | $64,173-88.0% |
| Participation rate | 37.0% | 61.1%-24.0pp | 69.1%-32.1pp | 69.6%-32.5pp |
| Annual return | -14.17% | -1.85%-12.3pp | 32.53%-46.7pp | 7.63%-21.8pp |
| Employer contribution / active EE | $507 | $1,115-54.5% | $1,961-74.1% | $2,381-78.7% |
| Participant deferral / active EE | $1,121 | $2,302-51.3% | $3,108-63.9% | $3,470-67.7% |
| Admin fee / account holder | $0 | $4,221-100.0% | $5,059-100.0% | $4,887-100.0% |