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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 | $9,786 | $95,188-89.7% | $76,518-87.2% | $135,379-92.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -12.94% | 4.85%-17.8pp | -0.27%-12.7pp | 519.79%-532.7pp |
| Employer contribution / active EE | $726 | $3,303-78.0% | $2,647-72.6% | $4,779-84.8% |
| Participant deferral / active EE | $989 | $4,640-78.7% | $3,836-74.2% | $5,609-82.4% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |