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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 | $7,843 | $211,946-96.3% | $169,452-95.4% | $135,379-94.2% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -35.65% | 3.26%-38.9pp | 1.83%-37.5pp | 519.79%-555.4pp |
| Employer contribution / active EE | $1,384 | $5,117-73.0% | $4,157-66.7% | $4,779-71.0% |
| Participant deferral / active EE | $1,951 | $6,075-67.9% | $5,277-63.0% | $5,609-65.2% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |