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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 | $9,781 | $211,946-95.4% | $169,452-94.2% | $135,380-92.8% |
| Participation rate | 37.5% | 82.6%-45.1pp | 77.8%-40.3pp | 82.6%-45.1pp |
| Annual return | -14.33% | 3.26%-17.6pp | 1.83%-16.2pp | 519.81%-534.1pp |
| Employer contribution / active EE | $1,254 | $5,117-75.5% | $4,157-69.8% | $4,779-73.8% |
| Participant deferral / active EE | $2,192 | $6,075-63.9% | $5,277-58.5% | $5,609-60.9% |
| Admin fee / account holder | $23 | $11,472-99.8% | $9,110-99.7% | $10,828-99.8% |