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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 | $16,079 | $158,852-89.9% | $121,220-86.7% | $135,380-88.1% |
| Participation rate | 30.8% | 79.3%-48.5pp | 71.8%-41.0pp | 82.6%-51.9pp |
| Annual return | -10.24% | -0.64%-9.6pp | 16.94%-27.2pp | 519.81%-530.0pp |
| Employer contribution / active EE | $48 | $5,666-99.1% | $4,023-98.8% | $4,779-99.0% |
| Participant deferral / active EE | $485 | $4,006-87.9% | $3,345-85.5% | $5,609-91.4% |
| Admin fee / account holder | $205 | $6,515-96.8% | $5,021-95.9% | $10,828-98.1% |