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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 | $8,084 | $95,979-91.6% | $74,551-89.2% | $135,380-94.0% |
| Participation rate | 68.8% | 75.7%-6.9pp | 69.1%-0.4pp | 82.6%-13.9pp |
| Annual return | -10.40% | 56.97%-67.4pp | 32.53%-42.9pp | 519.81%-530.2pp |
| Employer contribution / active EE | $1,192 | $2,716-56.1% | $1,961-39.2% | $4,779-75.1% |
| Participant deferral / active EE | $1,199 | $3,844-68.8% | $3,108-61.4% | $5,609-78.6% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |