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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 | $10,550 | $107,030-90.1% | $73,550-85.7% | $147,586-92.9% |
| Participation rate | 15.8% | 66.4%-50.6pp | 54.9%-39.1pp | 82.8%-67.0pp |
| Annual return | -22.34% | 38.25%-60.6pp | -15.16%-7.2pp | 578.59%-600.9pp |
| Employer contribution / active EE | $251 | $1,760-85.7% | $1,219-79.4% | $4,876-94.8% |
| Participant deferral / active EE | $1,060 | $2,458-56.9% | $1,804-41.2% | $5,439-80.5% |
| Admin fee / account holder | $54 | $3,055-98.2% | $2,320-97.7% | $10,886-99.5% |