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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 | $9,395 | $90,486-89.6% | $78,676-88.1% | $273,972-96.6% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | -7.41% | 75.62%-83.0pp | 62.19%-69.6pp | 41.46%-48.9pp |
| Employer contribution / active EE | $455 | $3,175-85.7% | $2,850-84.0% | $4,869-90.6% |
| Participant deferral / active EE | $569 | $3,901-85.4% | $3,517-83.8% | $5,287-89.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |