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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 | $8,300 | $75,935-89.1% | $60,547-86.3% | $125,389-93.4% |
| Participation rate | 57.1% | 76.5%-19.4pp | 68.0%-10.8pp | 83.2%-26.0pp |
| Annual return | -5.08% | -5.38%+0.3pp | 335.64%-340.7pp | 282.24%-287.3pp |
| Employer contribution / active EE | $1,445 | $3,438-58.0% | $2,419-40.3% | $4,866-70.3% |
| Participant deferral / active EE | $1,505 | $4,506-66.6% | $3,328-54.8% | $5,352-71.9% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |