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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 | $9,946 | $52,678-81.1% | $75,784-86.9% | $59,633-83.3% |
| Participation rate | 22.2% | 67.2%-45.0pp | 75.8%-53.6pp | 68.7%-46.4pp |
| Annual return | -13.77% | 2.95%-16.7pp | 9.68%-23.5pp | 2041.45%-2055.2pp |
| Employer contribution / active EE | $563 | $2,193-74.4% | $3,323-83.1% | $2,203-74.5% |
| Participant deferral / active EE | $1,115 | $2,591-56.9% | $3,652-69.5% | $3,192-65.1% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |