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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 | $7,166 | $73,848-90.3% | $143,799-95.0% | $68,486-89.5% |
| Participation rate | 25.9% | 66.7%-40.7pp | 80.3%-54.4pp | 67.9%-42.0pp |
| Annual return | -99.45% | 0.91%-100.4pp | -0.04%-99.4pp | -7.85%-91.6pp |
| Employer contribution / active EE | $978 | $3,184-69.3% | $4,952-80.3% | $2,597-62.3% |
| Participant deferral / active EE | $1,213 | $3,385-64.2% | $5,638-78.5% | $4,028-69.9% |
| Admin fee / account holder | $264 | $5,755-95.4% | $14,677-98.2% | $5,404-95.1% |