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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 | $9,266 | $73,102-87.3% | $123,553-92.5% | $56,289-83.5% |
| Participation rate | 12.3% | 74.3%-62.0pp | 82.3%-70.0pp | 69.9%-57.6pp |
| Annual return | -10.69% | 3.01%-13.7pp | 119.21%-129.9pp | -9.96%-0.7pp |
| Employer contribution / active EE | $666 | $2,977-77.6% | $4,628-85.6% | $2,111-68.5% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |