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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 | $6,544 | $42,909-84.7% | $60,906-89.3% | $68,486-90.4% |
| Participation rate | 64.3% | 66.8%-2.5pp | 73.1%-8.8pp | 67.9%-3.6pp |
| Annual return | -19.93% | -13.99%-5.9pp | 16.94%-36.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $548 | $1,979-72.3% | $2,703-79.7% | $2,597-78.9% |
| Participant deferral / active EE | $1,337 | $2,866-53.4% | $3,814-64.9% | $4,028-66.8% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |