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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 | $5,819 | $43,730-86.7% | $121,220-95.2% | $64,173-90.9% |
| Participation rate | 38.7% | 58.3%-19.7pp | 71.8%-33.1pp | 69.6%-30.9pp |
| Annual return | -15.45% | 68.94%-84.4pp | 16.94%-32.4pp | 7.63%-23.1pp |
| Employer contribution / active EE | $505 | $1,297-61.1% | $4,023-87.5% | $2,381-78.8% |
| Participant deferral / active EE | $1,104 | $2,281-51.6% | $3,345-67.0% | $3,470-68.2% |
| Admin fee / account holder | $286 | $3,502-91.8% | $5,021-94.3% | $4,887-94.2% |