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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 | $6,132 | $93,117-93.4% | $77,096-92.0% | $134,532-95.4% |
| Participation rate | 40.0% | 74.5%-34.5pp | 67.9%-27.9pp | 81.2%-41.2pp |
| Annual return | -29.33% | 62.67%-92.0pp | 42.35%-71.7pp | 418.27%-447.6pp |
| Employer contribution / active EE | $1,000 | $3,420-70.8% | $2,814-64.5% | $4,741-78.9% |
| Participant deferral / active EE | $1,000 | $5,241-80.9% | $4,429-77.4% | $6,401-84.4% |
| Admin fee / account holder | $6 | $6,948-99.9% | $5,428-99.9% | $11,429-99.9% |