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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 | $8,224 | $142,409-94.2% | $119,634-93.1% | $134,545-93.9% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | -23.81% | -12.46%-11.3pp | -14.98%-8.8pp | 418.37%-442.2pp |
| Employer contribution / active EE | $1,182 | $5,224-77.4% | $4,232-72.1% | $4,742-75.1% |
| Participant deferral / active EE | $2,290 | $6,468-64.6% | $5,601-59.1% | $6,401-64.2% |
| Admin fee / account holder | $231 | $13,594-98.3% | $10,329-97.8% | $11,431-98.0% |