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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 | $7,185 | $105,867-93.2% | $90,760-92.1% | $134,532-94.7% |
| Participation rate | 60.0% | 78.3%-18.3pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -23.89% | -10.99%-12.9pp | -12.16%-11.7pp | 418.27%-442.2pp |
| Employer contribution / active EE | $1,432 | $3,464-58.6% | $2,922-51.0% | $4,741-69.8% |
| Participant deferral / active EE | $1,785 | $5,217-65.8% | $4,565-60.9% | $6,401-72.1% |
| Admin fee / account holder | $99 | $13,936-99.3% | $8,444-98.8% | $11,429-99.1% |