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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 | $6,238 | $64,719-90.4% | $112,249-94.4% | $68,486-90.9% |
| Participation rate | 67.6% | 67.2%+0.4pp | 75.1%-7.5pp | 67.9%-0.3pp |
| Annual return | -25.13% | -11.40%-13.7pp | 27.48%-52.6pp | -7.85%-17.3pp |
| Employer contribution / active EE | $1,028 | $2,747-62.6% | $3,636-71.7% | $2,597-60.4% |
| Participant deferral / active EE | $2,377 | $3,565-33.3% | $4,729-49.7% | $4,028-41.0% |
| Admin fee / account holder | $18 | $5,232-99.7% | $6,412-99.7% | $5,404-99.7% |