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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 | $8,910 | $95,188-90.6% | $76,518-88.4% | $135,379-93.4% |
| Participation rate | 45.5% | 74.4%-28.9pp | 68.0%-22.5pp | 82.6%-37.2pp |
| Annual return | -25.25% | 4.85%-30.1pp | -0.27%-25.0pp | 519.79%-545.0pp |
| Employer contribution / active EE | $1,494 | $3,303-54.8% | $2,647-43.5% | $4,779-68.7% |
| Participant deferral / active EE | $1,503 | $4,640-67.6% | $3,836-60.8% | $5,609-73.2% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |