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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 | $5,947 | $158,852-96.3% | $121,220-95.1% | $135,380-95.6% |
| Participation rate | 63.6% | 79.3%-15.7pp | 71.8%-8.1pp | 82.6%-19.0pp |
| Annual return | -324.10% | -0.64%-323.5pp | 16.94%-341.0pp | 519.81%-843.9pp |
| Employer contribution / active EE | $1,639 | $5,666-71.1% | $4,023-59.3% | $4,779-65.7% |
| Participant deferral / active EE | $2,980 | $4,006-25.6% | $3,345-10.9% | $5,609-46.9% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |