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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 | $8,384 | $107,809-92.2% | $90,657-90.8% | $135,379-93.8% |
| Participation rate | 23.1% | 78.0%-55.0pp | 74.0%-50.9pp | 82.6%-59.6pp |
| Annual return | -19.11% | -0.90%-18.2pp | 1.89%-21.0pp | 519.79%-538.9pp |
| Employer contribution / active EE | $78 | $3,018-97.4% | $2,532-96.9% | $4,779-98.4% |
| Participant deferral / active EE | $1,222 | $3,872-68.4% | $3,424-64.3% | $5,609-78.2% |
| Admin fee / account holder | $30 | $5,931-99.5% | $4,994-99.4% | $10,828-99.7% |