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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 | $6,697 | $95,975-93.0% | $74,549-91.0% | $135,379-95.1% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -52.21% | 56.96%-109.2pp | 32.53%-84.7pp | 519.79%-572.0pp |
| Employer contribution / active EE | $1,150 | $2,716-57.7% | $1,961-41.4% | $4,779-75.9% |
| Participant deferral / active EE | $1,876 | $3,844-51.2% | $3,108-39.6% | $5,609-66.6% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |