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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 | $6,419 | $45,872-86.0% | $77,100-91.7% | $68,490-90.6% |
| Participation rate | 30.0% | 55.9%-25.9pp | 67.9%-37.9pp | 67.9%-37.9pp |
| Annual return | -22.35% | 1.73%-24.1pp | 42.35%-64.7pp | -7.85%-14.5pp |
| Employer contribution / active EE | $479 | $1,650-71.0% | $2,815-83.0% | $2,597-81.6% |
| Participant deferral / active EE | $1,041 | $2,963-64.9% | $4,430-76.5% | $4,028-74.2% |
| Admin fee / account holder | $297 | $3,041-90.3% | $5,443-94.6% | $5,403-94.5% |