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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 | $5,737 | $134,001-95.7% | $112,258-94.9% | $134,509-95.7% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -27.77% | 47.15%-74.9pp | 27.47%-55.2pp | 418.13%-445.9pp |
| Employer contribution / active EE | $1,085 | $4,039-73.1% | $3,636-70.1% | $4,741-77.1% |
| Participant deferral / active EE | $1,866 | $5,291-64.7% | $4,728-60.5% | $6,400-70.8% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |