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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 | $10,770 | $97,761-89.0% | $83,850-87.2% | $135,382-92.0% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -9.72% | 1287.44%-1297.2pp | 850.92%-860.6pp | 519.77%-529.5pp |
| Employer contribution / active EE | $1,498 | $4,222-64.5% | $3,631-58.8% | $4,779-68.7% |
| Participant deferral / active EE | $1,872 | $4,682-60.0% | $4,082-54.1% | $5,609-66.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |