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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 | $8,139 | $112,121-92.7% | $95,960-91.5% | $158,966-94.9% |
| Participation rate | 52.9% | 79.0%-26.0pp | 77.1%-24.1pp | 82.0%-29.0pp |
| Annual return | -100.00% | 171.16%-271.2pp | 91.63%-191.6pp | 302.95%-402.9pp |
| Employer contribution / active EE | $1,606 | $3,199-49.8% | $2,541-36.8% | $4,762-66.3% |
| Participant deferral / active EE | $2,703 | $4,784-43.5% | $4,167-35.1% | $5,983-54.8% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |