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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 | $6,757 | $69,541-90.3% | $59,899-88.7% | $135,380-95.0% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.7%-41.4pp | 82.6%-49.3pp |
| Annual return | -17.69% | 7.95%-25.6pp | 3.46%-21.1pp | 519.81%-537.5pp |
| Employer contribution / active EE | $536 | $3,236-83.5% | $2,723-80.3% | $4,779-88.8% |
| Participant deferral / active EE | $989 | $4,206-76.5% | $3,402-70.9% | $5,609-82.4% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |