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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 | $8,693 | $62,586-86.1% | $76,766-88.7% | $64,181-86.5% |
| Participation rate | 61.8% | 72.8%-11.1pp | 77.0%-15.2pp | 69.6%-7.8pp |
| Annual return | -8.39% | -1.95%-6.4pp | 2.43%-10.8pp | 7.63%-16.0pp |
| Employer contribution / active EE | $777 | $1,832-57.6% | $2,485-68.7% | $2,381-67.4% |
| Participant deferral / active EE | $2,253 | $3,145-28.4% | $3,851-41.5% | $3,470-35.1% |
| Admin fee / account holder | $13 | $4,667-99.7% | $6,675-99.8% | $4,887-99.7% |