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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 | $9,179 | $97,761-90.6% | $83,850-89.1% | $135,382-93.2% |
| Participation rate | 30.0% | 80.0%-50.0pp | 76.1%-46.1pp | 82.6%-52.6pp |
| Annual return | -16.59% | 1287.44%-1304.0pp | 850.92%-867.5pp | 519.77%-536.4pp |
| Employer contribution / active EE | $994 | $4,222-76.4% | $3,631-72.6% | $4,779-79.2% |
| Participant deferral / active EE | $1,230 | $4,682-73.7% | $4,082-69.9% | $5,609-78.1% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |