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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 | $11,375 | $78,694-85.5% | $67,653-83.2% | $125,388-90.9% |
| Participation rate | 66.7% | 78.8%-12.1pp | 75.7%-9.0pp | 83.2%-16.5pp |
| Annual return | -5.71% | 9.46%-15.2pp | 6625.22%-6630.9pp | 282.24%-287.9pp |
| Employer contribution / active EE | $931 | $3,044-69.4% | $2,266-58.9% | $4,866-80.9% |
| Participant deferral / active EE | $4,045 | $4,292-5.7% | $3,560+13.6% | $5,352-24.4% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |