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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 | $16,608 | $78,694-78.9% | $67,652-75.5% | $125,389-86.8% |
| Participation rate | 50.0% | 78.8%-28.8pp | 75.7%-25.7pp | 83.2%-33.2pp |
| Annual return | -6.60% | 9.46%-16.1pp | 6625.40%-6632.0pp | 282.24%-288.8pp |
| Employer contribution / active EE | $1,420 | $3,044-53.3% | $2,266-37.3% | $4,866-70.8% |
| Participant deferral / active EE | $1,775 | $4,292-58.6% | $3,560-50.1% | $5,352-66.8% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |