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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 | $6,382 | $142,392-95.5% | $119,622-94.7% | $134,532-95.3% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.3%-15.6pp | 81.2%-17.6pp |
| Annual return | -46.19% | -12.46%-33.7pp | -14.98%-31.2pp | 418.27%-464.5pp |
| Employer contribution / active EE | $1,756 | $5,224-66.4% | $4,232-58.5% | $4,741-63.0% |
| Participant deferral / active EE | $2,731 | $6,467-57.8% | $5,601-51.2% | $6,401-57.3% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |