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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 | $6,713 | $77,920-91.4% | $149,723-95.5% | $75,177-91.1% |
| Participation rate | 64.5% | 65.6%-1.1pp | 78.8%-14.3pp | 67.2%-2.7pp |
| Annual return | -46.13% | 31.72%-77.8pp | 134.50%-180.6pp | 160.75%-206.9pp |
| Employer contribution / active EE | $3,871 | $3,138+23.4% | $4,821-19.7% | $2,671+44.9% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4 | $5,951-99.9% | $13,215-100.0% | $5,651-99.9% |