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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 | $8,815 | $95,975-90.8% | $74,549-88.2% | $135,379-93.5% |
| Participation rate | 52.2% | 75.7%-23.5pp | 69.1%-17.0pp | 82.6%-30.5pp |
| Annual return | -10.11% | 56.96%-67.1pp | 32.53%-42.6pp | 519.79%-529.9pp |
| Employer contribution / active EE | $650 | $2,716-76.1% | $1,961-66.9% | $4,779-86.4% |
| Participant deferral / active EE | $961 | $3,844-75.0% | $3,108-69.1% | $5,609-82.9% |
| Admin fee / account holder | $157 | $6,522-97.6% | $5,059-96.9% | $10,828-98.5% |