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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 | $7,194 | $75,832-90.5% | $147,617-95.1% | $59,633-87.9% |
| Participation rate | 59.3% | 71.6%-12.3pp | 84.6%-25.4pp | 68.7%-9.4pp |
| Annual return | -13.73% | 0.37%-14.1pp | 61.98%-75.7pp | 2041.45%-2055.2pp |
| Employer contribution / active EE | $1,270 | $3,485-63.6% | $5,564-77.2% | $2,203-42.4% |
| Participant deferral / active EE | $2,554 | $3,131-18.4% | $4,895-47.8% | $3,192-20.0% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |