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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 | $10,569 | $107,809-90.2% | $90,657-88.3% | $135,379-92.2% |
| Participation rate | 43.8% | 78.0%-34.3pp | 74.0%-30.3pp | 82.6%-38.9pp |
| Annual return | -16.95% | -0.90%-16.0pp | 1.89%-18.8pp | 519.79%-536.7pp |
| Employer contribution / active EE | $1,044 | $3,018-65.4% | $2,532-58.8% | $4,779-78.2% |
| Participant deferral / active EE | $1,953 | $3,872-49.5% | $3,424-43.0% | $5,609-65.2% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |