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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 | $6,741 | $110,410-93.9% | $102,437-93.4% | $145,897-95.4% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | -2.29% | 24.85%-27.1pp | 24.95%-27.2pp | 552.29%-554.6pp |
| Employer contribution / active EE | $5,824 | $4,217+38.1% | $3,871+50.5% | $4,663+24.9% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |