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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 | $8,049 | $107,806-92.5% | $90,655-91.1% | $135,382-94.1% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | -23.73% | -0.90%-22.8pp | 1.89%-25.6pp | 519.77%-543.5pp |
| Employer contribution / active EE | $1,327 | $3,018-56.0% | $2,532-47.6% | $4,779-72.2% |
| Participant deferral / active EE | $1,658 | $3,872-57.2% | $3,425-51.6% | $5,609-70.4% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,829-100.0% |