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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 | $7,757 | $95,193-91.9% | $76,523-89.9% | $135,382-94.3% |
| Participation rate | 42.9% | 74.4%-31.5pp | 68.0%-25.1pp | 82.6%-39.8pp |
| Annual return | -45.09% | 4.85%-49.9pp | -0.27%-44.8pp | 519.77%-564.9pp |
| Employer contribution / active EE | $1,179 | $3,302-64.3% | $2,647-55.5% | $4,779-75.3% |
| Participant deferral / active EE | $1,802 | $4,639-61.2% | $3,835-53.0% | $5,609-67.9% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,829-100.0% |