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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 | $3,023 | $95,188-96.8% | $76,518-96.0% | $135,379-97.8% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -15.22% | 4.85%-20.1pp | -0.27%-15.0pp | 519.79%-535.0pp |
| Employer contribution / active EE | $523 | $3,303-84.2% | $2,647-80.3% | $4,779-89.1% |
| Participant deferral / active EE | $653 | $4,640-85.9% | $3,836-83.0% | $5,609-88.4% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |