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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 | $4,088 | $100,805-95.9% | $86,698-95.3% | $134,532-97.0% |
| Participation rate | 62.5% | 79.0%-16.5pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -35.79% | 29.09%-64.9pp | 35.95%-71.7pp | 418.27%-454.1pp |
| Employer contribution / active EE | $1,404 | $3,490-59.8% | $2,837-50.5% | $4,741-70.4% |
| Participant deferral / active EE | $1,768 | $5,339-66.9% | $4,656-62.0% | $6,401-72.4% |
| Admin fee / account holder | $10 | $10,925-99.9% | $7,493-99.9% | $11,429-99.9% |