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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 | $7,614 | $46,697-83.7% | $117,529-93.5% | $68,490-88.9% |
| Participation rate | 23.5% | 56.8%-33.2pp | 70.6%-47.1pp | 67.9%-44.4pp |
| Annual return | -43.89% | -14.52%-29.4pp | 29.77%-73.7pp | -7.85%-36.0pp |
| Employer contribution / active EE | $685 | $1,506-54.5% | $4,179-83.6% | $2,597-73.6% |
| Participant deferral / active EE | $1,000 | $2,637-62.1% | $4,072-75.5% | $4,028-75.2% |
| Admin fee / account holder | $82 | $4,023-98.0% | $5,645-98.5% | $5,403-98.5% |