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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 | $7,787 | $64,311-87.9% | $57,356-86.4% | $125,389-93.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 83.2%-33.2pp |
| Annual return | -10.67% | 25.14%-35.8pp | 24.41%-35.1pp | 282.24%-292.9pp |
| Employer contribution / active EE | $1,363 | $3,193-57.3% | $2,689-49.3% | $4,866-72.0% |
| Participant deferral / active EE | $1,375 | $3,846-64.2% | $3,162-56.5% | $5,352-74.3% |
| Admin fee / account holder | $83 | $5,243-98.4% | $3,357-97.5% | $9,541-99.1% |