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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 | $8,454 | $56,197-85.0% | $67,652-87.5% | $59,633-85.8% |
| Participation rate | 63.2% | 71.5%-8.3pp | 75.7%-12.5pp | 68.7%-5.5pp |
| Annual return | -3.44% | 18508.10%-18511.5pp | 6625.40%-6628.8pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $972 | $1,615-39.8% | $2,266-57.1% | $2,203-55.9% |
| Participant deferral / active EE | $1,487 | $2,844-47.7% | $3,560-58.2% | $3,192-53.4% |
| Admin fee / account holder | $80 | $3,958-98.0% | $4,821-98.3% | $4,297-98.1% |