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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 | $6,372 | $73,848-91.4% | $143,799-95.6% | $68,486-90.7% |
| Participation rate | 62.9% | 66.7%-3.8pp | 80.3%-17.5pp | 67.9%-5.0pp |
| Annual return | -50.37% | 0.91%-51.3pp | -0.04%-50.3pp | -7.85%-42.5pp |
| Employer contribution / active EE | $1,590 | $3,184-50.1% | $4,952-67.9% | $2,597-38.8% |
| Participant deferral / active EE | $2,808 | $3,385-17.0% | $5,638-50.2% | $4,028-30.3% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |