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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 | $7,222 | $95,979-92.5% | $74,551-90.3% | $135,380-94.7% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -10.16% | 56.97%-67.1pp | 32.53%-42.7pp | 519.81%-530.0pp |
| Employer contribution / active EE | $471 | $2,716-82.7% | $1,961-76.0% | $4,779-90.2% |
| Participant deferral / active EE | $1,114 | $3,844-71.0% | $3,108-64.2% | $5,609-80.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |