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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 | $7,695 | $106,551-92.8% | $91,225-91.6% | $134,532-94.3% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -24.92% | 160.78%-185.7pp | 114.12%-139.0pp | 418.27%-443.2pp |
| Employer contribution / active EE | $1,513 | $3,331-54.6% | $2,851-46.9% | $4,741-68.1% |
| Participant deferral / active EE | $1,698 | $4,718-64.0% | $4,233-59.9% | $6,401-73.5% |
| Admin fee / account holder | $5 | $6,234-99.9% | $5,422-99.9% | $11,429-100.0% |