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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 | $7,777 | $93,064-91.6% | $74,577-89.6% | $273,972-97.2% |
| Participation rate | 57.1% | 74.9%-17.8pp | 68.1%-11.0pp | 83.0%-25.9pp |
| Annual return | -19.36% | 26.18%-45.5pp | 20.47%-39.8pp | 41.46%-60.8pp |
| Employer contribution / active EE | $902 | $3,160-71.5% | $2,525-64.3% | $4,869-81.5% |
| Participant deferral / active EE | $1,022 | $4,160-75.4% | $3,458-70.5% | $5,287-80.7% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |