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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 | $5,500 | $56,197-90.2% | $67,652-91.9% | $59,633-90.8% |
| Participation rate | 64.9% | 71.5%-6.6pp | 75.7%-10.8pp | 68.7%-3.8pp |
| Annual return | -7.16% | 18508.10%-18515.3pp | 6625.40%-6632.6pp | 2041.45%-2048.6pp |
| Employer contribution / active EE | $815 | $1,615-49.5% | $2,266-64.0% | $2,203-63.0% |
| Participant deferral / active EE | $1,550 | $2,844-45.5% | $3,560-56.4% | $3,192-51.4% |
| Admin fee / account holder | $194 | $3,958-95.1% | $4,821-96.0% | $4,297-95.5% |