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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 | $6,452 | $91,911-93.0% | $68,612-90.6% | $135,380-95.2% |
| Participation rate | 58.3% | 76.7%-18.4pp | 72.2%-13.9pp | 82.6%-24.3pp |
| Annual return | -10.20% | -8.22%-2.0pp | -4.63%-5.6pp | 519.81%-530.0pp |
| Employer contribution / active EE | $551 | $3,924-85.9% | $2,625-79.0% | $4,779-88.5% |
| Participant deferral / active EE | $806 | $4,315-81.3% | $3,311-75.7% | $5,609-85.6% |
| Admin fee / account holder | $88 | $9,240-99.1% | $5,131-98.3% | $10,828-99.2% |