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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 | $4,140 | $107,806-96.2% | $90,655-95.4% | $135,382-96.9% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | -32.37% | -0.90%-31.5pp | 1.89%-34.3pp | 519.77%-552.1pp |
| Employer contribution / active EE | $860 | $3,018-71.5% | $2,532-66.0% | $4,779-82.0% |
| Participant deferral / active EE | $860 | $3,872-77.8% | $3,425-74.9% | $5,609-84.7% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,829-100.0% |