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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 | $8,859 | $75,832-88.3% | $147,617-94.0% | $59,633-85.1% |
| Participation rate | 41.9% | 71.6%-29.6pp | 84.6%-42.7pp | 68.7%-26.7pp |
| Annual return | -5.15% | 0.37%-5.5pp | 61.98%-67.1pp | 2041.45%-2046.6pp |
| Employer contribution / active EE | $1,076 | $3,485-69.1% | $5,564-80.7% | $2,203-51.1% |
| Participant deferral / active EE | $1,475 | $3,131-52.9% | $4,895-69.9% | $3,192-53.8% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |