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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 | $4,704 | $78,694-94.0% | $67,652-93.0% | $125,389-96.2% |
| Participation rate | 60.0% | 78.8%-18.8pp | 75.7%-15.7pp | 83.2%-23.2pp |
| Annual return | -11.65% | 9.46%-21.1pp | 6625.40%-6637.0pp | 282.24%-293.9pp |
| Employer contribution / active EE | $1,195 | $3,044-60.7% | $2,266-47.2% | $4,866-75.4% |
| Participant deferral / active EE | $1,339 | $4,292-68.8% | $3,560-62.4% | $5,352-75.0% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |