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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 | $15,870 | $45,566-65.2% | $64,105-75.2% | $59,633-73.4% |
| Participation rate | 63.6% | 60.2%+3.5pp | 68.2%-4.5pp | 68.7%-5.0pp |
| Annual return | -3.33% | 4.95%-8.3pp | 791.24%-794.6pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $980 | $2,057-52.3% | $2,822-65.3% | $3,192-69.3% |
| Admin fee / account holder | $11 | $3,268-99.7% | $4,499-99.8% | $4,297-99.7% |