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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 | $6,467 | $43,730-85.2% | $121,220-94.7% | $64,173-89.9% |
| Participation rate | 63.3% | 58.3%+5.0pp | 71.8%-8.4pp | 69.6%-6.2pp |
| Annual return | -11.38% | 68.94%-80.3pp | 16.94%-28.3pp | 7.63%-19.0pp |
| Employer contribution / active EE | $652 | $1,297-49.7% | $4,023-83.8% | $2,381-72.6% |
| Participant deferral / active EE | $1,547 | $2,281-32.2% | $3,345-53.8% | $3,470-55.4% |
| Admin fee / account holder | $298 | $3,502-91.5% | $5,021-94.1% | $4,887-93.9% |