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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 | $9,493 | $95,917-90.1% | $79,583-88.1% | $134,545-92.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -22.36% | -2.70%-19.7pp | 0.16%-22.5pp | 418.37%-440.7pp |
| Employer contribution / active EE | $1,441 | $3,129-53.9% | $2,414-40.3% | $4,742-69.6% |
| Participant deferral / active EE | $2,161 | $4,694-54.0% | $3,986-45.8% | $6,401-66.2% |
| Admin fee / account holder | $31 | $9,132-99.7% | $6,835-99.6% | $11,431-99.7% |