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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 | $7,088 | $45,872-84.5% | $77,096-90.8% | $68,486-89.7% |
| Participation rate | 31.0% | 55.9%-24.9pp | 67.9%-36.9pp | 67.9%-36.9pp |
| Annual return | -24.88% | 1.73%-26.6pp | 42.35%-67.2pp | -7.85%-17.0pp |
| Employer contribution / active EE | $678 | $1,650-58.9% | $2,814-75.9% | $2,597-73.9% |
| Participant deferral / active EE | $901 | $2,963-69.6% | $4,429-79.7% | $4,028-77.6% |
| Admin fee / account holder | $180 | $3,041-94.1% | $5,428-96.7% | $5,404-96.7% |