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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 | $8,012 | $52,519-84.7% | $155,789-94.9% | $59,633-86.6% |
| Participation rate | 36.4% | 61.7%-25.3pp | 76.1%-39.7pp | 68.7%-32.3pp |
| Annual return | -6.59% | 53.51%-60.1pp | 71.54%-78.1pp | 2041.45%-2048.0pp |
| Employer contribution / active EE | $942 | $1,589-40.7% | $3,839-75.5% | $2,203-57.2% |
| Participant deferral / active EE | $1,596 | $3,084-48.2% | $4,798-66.7% | $3,192-50.0% |
| Admin fee / account holder | $22 | $3,540-99.4% | $7,477-99.7% | $4,297-99.5% |