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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 | $6,263 | $56,197-88.9% | $67,652-90.7% | $59,633-89.5% |
| Participation rate | 50.0% | 71.5%-21.5pp | 75.7%-25.7pp | 68.7%-18.7pp |
| Annual return | -21.68% | 18508.10%-18529.8pp | 6625.40%-6647.1pp | 2041.45%-2063.1pp |
| Employer contribution / active EE | $1,090 | $1,615-32.5% | $2,266-51.9% | $2,203-50.5% |
| Participant deferral / active EE | $1,907 | $2,844-32.9% | $3,560-46.4% | $3,192-40.2% |
| Admin fee / account holder | $137 | $3,958-96.5% | $4,821-97.2% | $4,297-96.8% |