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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 | $4,938 | $107,806-95.4% | $90,655-94.6% | $135,382-96.4% |
| Participation rate | 37.5% | 78.0%-40.5pp | 74.0%-36.5pp | 82.6%-45.1pp |
| Annual return | -10.49% | -0.90%-9.6pp | 1.89%-12.4pp | 519.77%-530.3pp |
| Employer contribution / active EE | $318 | $3,018-89.5% | $2,532-87.4% | $4,779-93.3% |
| Participant deferral / active EE | $592 | $3,872-84.7% | $3,425-82.7% | $5,609-89.5% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,829-100.0% |