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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 | $12,254 | $82,028-85.1% | $123,105-90.0% | $59,633-79.5% |
| Participation rate | 62.5% | 83.2%-20.7pp | 86.8%-24.3pp | 68.7%-6.2pp |
| Annual return | -27.59% | 5.12%-32.7pp | 13.22%-40.8pp | 2041.45%-2069.0pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,740 | $4,667+65.9% | $6,229+24.3% | $3,192+142.5% |
| Admin fee / account holder | $0 | $5,879-100.0% | $9,014-100.0% | $4,297-100.0% |