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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 | $7,380 | $45,152-83.7% | $73,836-90.0% | $59,633-87.6% |
| Participation rate | 39.3% | 64.0%-24.7pp | 73.4%-34.2pp | 68.7%-29.4pp |
| Annual return | -6.29% | 27.40%-33.7pp | 2268.06%-2274.3pp | 2041.45%-2047.7pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $808 | $2,573-68.6% | $3,583-77.5% | $3,192-74.7% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |