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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 | $6,529 | $42,910-84.8% | $60,919-89.3% | $68,490-90.5% |
| Participation rate | 25.8% | 66.8%-41.0pp | 73.1%-47.3pp | 67.9%-42.1pp |
| Annual return | -36.96% | -13.99%-23.0pp | 16.96%-53.9pp | -7.85%-29.1pp |
| Employer contribution / active EE | $446 | $1,978-77.4% | $2,704-83.5% | $2,597-82.8% |
| Participant deferral / active EE | $1,300 | $2,866-54.6% | $3,814-65.9% | $4,028-67.7% |
| Admin fee / account holder | $48 | $3,104-98.5% | $3,228-98.5% | $5,403-99.1% |