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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 | $6,237 | $42,909-85.5% | $60,906-89.8% | $68,486-90.9% |
| Participation rate | 43.9% | 66.8%-22.9pp | 73.1%-29.2pp | 67.9%-24.0pp |
| Annual return | -22.05% | -13.99%-8.1pp | 16.94%-39.0pp | -7.85%-14.2pp |
| Employer contribution / active EE | $469 | $1,979-76.3% | $2,703-82.6% | $2,597-81.9% |
| Participant deferral / active EE | $1,375 | $2,866-52.0% | $3,814-63.9% | $4,028-65.9% |
| Admin fee / account holder | $40 | $3,104-98.7% | $3,227-98.8% | $5,404-99.3% |