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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 | $5,681 | $43,338-86.9% | $59,887-90.5% | $64,173-91.1% |
| Participation rate | 56.5% | 69.2%-12.6pp | 74.7%-18.2pp | 69.6%-13.0pp |
| Annual return | -8.78% | -1.55%-7.2pp | 3.46%-12.2pp | 7.63%-16.4pp |
| Employer contribution / active EE | $476 | $2,030-76.6% | $2,722-82.5% | $2,381-80.0% |
| Participant deferral / active EE | $790 | $2,547-69.0% | $3,402-76.8% | $3,470-77.2% |
| Admin fee / account holder | $119 | $3,007-96.1% | $3,591-96.7% | $4,887-97.6% |