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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 | $2,981 | $158,852-98.1% | $121,220-97.5% | $135,380-97.8% |
| Participation rate | 53.3% | 79.3%-26.0pp | 71.8%-18.4pp | 82.6%-29.3pp |
| Annual return | -19.75% | -0.64%-19.1pp | 16.94%-36.7pp | 519.81%-539.6pp |
| Employer contribution / active EE | $260 | $5,666-95.4% | $4,023-93.5% | $4,779-94.6% |
| Participant deferral / active EE | $911 | $4,006-77.3% | $3,345-72.8% | $5,609-83.8% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |