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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 | $8,536 | $45,566-81.3% | $64,105-86.7% | $59,633-85.7% |
| Participation rate | 42.4% | 60.2%-17.7pp | 68.2%-25.7pp | 68.7%-26.2pp |
| Annual return | -7.62% | 4.95%-12.6pp | 791.24%-798.9pp | 2041.45%-2049.1pp |
| Employer contribution / active EE | $1,055 | $934+13.0% | $1,820-42.0% | $2,203-52.1% |
| Participant deferral / active EE | $1,377 | $2,057-33.1% | $2,822-51.2% | $3,192-56.9% |
| Admin fee / account holder | $0 | $3,268-100.0% | $4,499-100.0% | $4,297-100.0% |