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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 | $9,191 | $78,694-88.3% | $67,652-86.4% | $125,389-92.7% |
| Participation rate | 41.7% | 78.8%-37.1pp | 75.7%-34.0pp | 83.2%-41.5pp |
| Annual return | -7.65% | 9.46%-17.1pp | 6625.40%-6633.0pp | 282.24%-289.9pp |
| Employer contribution / active EE | $1,039 | $3,044-65.9% | $2,266-54.1% | $4,866-78.6% |
| Participant deferral / active EE | $1,584 | $4,292-63.1% | $3,560-55.5% | $5,352-70.4% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |