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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 | $8,165 | $152,542-94.6% | $117,498-93.1% | $134,509-93.9% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -23.35% | 53.02%-76.4pp | 29.75%-53.1pp | 418.13%-441.5pp |
| Employer contribution / active EE | $1,323 | $5,574-76.3% | $4,178-68.3% | $4,741-72.1% |
| Participant deferral / active EE | $1,323 | $4,819-72.6% | $4,071-67.5% | $6,400-79.3% |
| Admin fee / account holder | $6 | $7,006-99.9% | $5,646-99.9% | $11,427-99.9% |