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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 | $6,228 | $85,790-92.7% | $67,313-90.7% | $135,380-95.4% |
| Participation rate | 61.9% | 76.5%-14.6pp | 69.1%-7.2pp | 82.6%-20.7pp |
| Annual return | -13.31% | -0.54%-12.8pp | -4.08%-9.2pp | 519.81%-533.1pp |
| Employer contribution / active EE | $1,084 | $3,487-68.9% | $2,566-57.8% | $4,779-77.3% |
| Participant deferral / active EE | $2,198 | $4,651-52.7% | $3,568-38.4% | $5,609-60.8% |
| Admin fee / account holder | $138 | $6,392-97.8% | $4,507-96.9% | $10,828-98.7% |