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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 | $7,058 | $167,353-95.8% | $143,797-95.1% | $134,545-94.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -24.53% | 0.48%-25.0pp | -0.04%-24.5pp | 418.37%-442.9pp |
| Employer contribution / active EE | $2,279 | $5,620-59.5% | $4,952-54.0% | $4,742-51.9% |
| Participant deferral / active EE | $3,561 | $6,447-44.8% | $5,638-36.8% | $6,401-44.4% |
| Admin fee / account holder | $7 | $18,096-100.0% | $14,679-100.0% | $11,431-99.9% |