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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 | $7,314 | $73,848-90.1% | $143,799-94.9% | $68,486-89.3% |
| Participation rate | 28.6% | 66.7%-38.1pp | 80.3%-51.7pp | 67.9%-39.3pp |
| Annual return | -23.69% | 0.91%-24.6pp | -0.04%-23.6pp | -7.85%-15.8pp |
| Employer contribution / active EE | $619 | $3,184-80.5% | $4,952-87.5% | $2,597-76.1% |
| Participant deferral / active EE | $1,330 | $3,385-60.7% | $5,638-76.4% | $4,028-67.0% |
| Admin fee / account holder | $16 | $5,755-99.7% | $14,677-99.9% | $5,404-99.7% |