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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 | $6,266 | $107,809-94.2% | $90,657-93.1% | $135,379-95.4% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | -12.59% | -0.90%-11.7pp | 1.89%-14.5pp | 519.79%-532.4pp |
| Employer contribution / active EE | $468 | $3,018-84.5% | $2,532-81.5% | $4,779-90.2% |
| Participant deferral / active EE | $534 | $3,872-86.2% | $3,424-84.4% | $5,609-90.5% |
| Admin fee / account holder | $145 | $5,931-97.6% | $4,994-97.1% | $10,828-98.7% |