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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 | $7,447 | $57,352-87.0% | $83,831-91.1% | $64,173-88.4% |
| Participation rate | 51.1% | 68.6%-17.5pp | 76.1%-25.0pp | 69.6%-18.5pp |
| Annual return | -19.93% | 11.38%-31.3pp | 850.99%-870.9pp | 7.63%-27.6pp |
| Employer contribution / active EE | $908 | $2,546-64.3% | $3,631-75.0% | $2,381-61.9% |
| Participant deferral / active EE | $2,000 | $2,993-33.2% | $4,082-51.0% | $3,470-42.4% |
| Admin fee / account holder | $90 | $4,046-97.8% | $5,479-98.4% | $4,887-98.2% |