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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 | $12,854 | $97,732-86.8% | $83,831-84.7% | $135,380-90.5% |
| Participation rate | 37.5% | 80.0%-42.5pp | 76.1%-38.6pp | 82.6%-45.1pp |
| Annual return | -16.40% | 1287.56%-1304.0pp | 850.99%-867.4pp | 519.81%-536.2pp |
| Employer contribution / active EE | $979 | $4,222-76.8% | $3,631-73.0% | $4,779-79.5% |
| Participant deferral / active EE | $2,759 | $4,683-41.1% | $4,082-32.4% | $5,609-50.8% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |