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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 | $5,850 | $78,694-92.6% | $67,652-91.4% | $125,389-95.3% |
| Participation rate | 66.7% | 78.8%-12.1pp | 75.7%-9.0pp | 83.2%-16.5pp |
| Annual return | -7.61% | 9.46%-17.1pp | 6625.40%-6633.0pp | 282.24%-289.9pp |
| Employer contribution / active EE | $1,192 | $3,044-60.8% | $2,266-47.4% | $4,866-75.5% |
| Participant deferral / active EE | $1,523 | $4,292-64.5% | $3,560-57.2% | $5,352-71.5% |
| Admin fee / account holder | $264 | $7,403-96.4% | $4,821-94.5% | $9,541-97.2% |