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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 | $10,508 | $54,380-80.7% | $68,509-84.7% | $59,633-82.4% |
| Participation rate | 23.7% | 70.2%-46.5pp | 74.7%-51.0pp | 68.7%-45.0pp |
| Annual return | -16.73% | 2.83%-19.6pp | 8.27%-25.0pp | 2041.45%-2058.2pp |
| Employer contribution / active EE | $637 | $1,539-58.6% | $2,278-72.0% | $2,203-71.1% |
| Participant deferral / active EE | $1,429 | $2,643-45.9% | $3,382-57.7% | $3,192-55.2% |
| Admin fee / account holder | $0 | $3,885-100.0% | $5,275-100.0% | $4,297-100.0% |