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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 | $12,828 | $82,630-84.5% | $64,105-80.0% | $125,389-89.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -5.95% | 1489.72%-1495.7pp | 791.24%-797.2pp | 282.24%-288.2pp |
| Employer contribution / active EE | $1,310 | $2,671-51.0% | $1,820-28.0% | $4,866-73.1% |
| Participant deferral / active EE | $3,495 | $3,608-3.2% | $2,822+23.9% | $5,352-34.7% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |