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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 | $8,173 | $49,177-83.4% | $79,466-89.7% | $64,173-87.3% |
| Participation rate | 56.0% | 65.0%-9.0pp | 73.3%-17.3pp | 69.6%-13.6pp |
| Annual return | -9.69% | -1.16%-8.5pp | 718.28%-728.0pp | 7.63%-17.3pp |
| Employer contribution / active EE | $574 | $2,076-72.4% | $2,800-79.5% | $2,381-75.9% |
| Participant deferral / active EE | $1,312 | $2,821-53.5% | $3,704-64.6% | $3,470-62.2% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |