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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 | $10,175 | $105,867-90.4% | $90,760-88.8% | $134,532-92.4% |
| Participation rate | 40.0% | 78.3%-38.3pp | 75.7%-35.7pp | 81.2%-41.2pp |
| Annual return | -36.48% | -10.99%-25.5pp | -12.16%-24.3pp | 418.27%-454.7pp |
| Employer contribution / active EE | $982 | $3,464-71.7% | $2,922-66.4% | $4,741-79.3% |
| Participant deferral / active EE | $2,364 | $5,217-54.7% | $4,565-48.2% | $6,401-63.1% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |