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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 | $7,436 | $58,600-87.3% | $83,327-91.1% | $64,173-88.4% |
| Participation rate | 33.3% | 72.0%-38.7pp | 77.8%-44.4pp | 69.6%-36.2pp |
| Annual return | -102.29% | 9.66%-111.9pp | 10.64%-112.9pp | 7.63%-109.9pp |
| Employer contribution / active EE | $493 | $2,098-76.5% | $3,379-85.4% | $2,381-79.3% |
| Participant deferral / active EE | $2,180 | $4,656-53.2% | $5,565-60.8% | $3,470-37.2% |
| Admin fee / account holder | $102 | $9,282-98.9% | $7,540-98.6% | $4,887-97.9% |