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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 | $7,075 | $105,867-93.3% | $90,760-92.2% | $134,532-94.7% |
| Participation rate | 33.3% | 78.3%-44.9pp | 75.7%-42.4pp | 81.2%-47.9pp |
| Annual return | -31.98% | -10.99%-21.0pp | -12.16%-19.8pp | 418.27%-450.2pp |
| Employer contribution / active EE | $889 | $3,464-74.3% | $2,922-69.6% | $4,741-81.2% |
| Participant deferral / active EE | $2,751 | $5,217-47.3% | $4,565-39.7% | $6,401-57.0% |
| Admin fee / account holder | $50 | $13,936-99.6% | $8,444-99.4% | $11,429-99.6% |