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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 | $7,097 | $57,352-87.6% | $83,831-91.5% | $64,173-88.9% |
| Participation rate | 66.7% | 68.6%-1.9pp | 76.1%-9.5pp | 69.6%-2.9pp |
| Annual return | -16.38% | 11.38%-27.8pp | 850.99%-867.4pp | 7.63%-24.0pp |
| Employer contribution / active EE | $579 | $2,546-77.3% | $3,631-84.1% | $2,381-75.7% |
| Participant deferral / active EE | $2,373 | $2,993-20.7% | $4,082-41.9% | $3,470-31.6% |
| Admin fee / account holder | $56 | $4,046-98.6% | $5,479-99.0% | $4,887-98.9% |