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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 | $6,404 | $91,911-93.0% | $68,793-90.7% | $135,382-95.3% |
| Participation rate | 50.0% | 76.7%-26.7pp | 72.2%-22.2pp | 82.6%-32.6pp |
| Annual return | -10.09% | -8.22%-1.9pp | -4.63%-5.5pp | 519.77%-529.9pp |
| Employer contribution / active EE | $470 | $3,924-88.0% | $2,625-82.1% | $4,779-90.2% |
| Participant deferral / active EE | $750 | $4,315-82.6% | $3,311-77.4% | $5,609-86.6% |
| Admin fee / account holder | $133 | $9,240-98.6% | $5,131-97.4% | $10,829-98.8% |