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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 | $8,449 | $90,467-90.7% | $93,759-91.0% | $134,509-93.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 81.0%-14.3pp | 81.2%-14.6pp |
| Annual return | -28.07% | -15.72%-12.4pp | -11.33%-16.7pp | 418.13%-446.2pp |
| Employer contribution / active EE | $1,759 | $4,345-59.5% | $4,324-59.3% | $4,741-62.9% |
| Participant deferral / active EE | $3,202 | $5,980-46.5% | $6,096-47.5% | $6,400-50.0% |
| Admin fee / account holder | $6 | $9,258-99.9% | $7,197-99.9% | $11,427-99.9% |