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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 | $5,002 | $93,117-94.6% | $77,096-93.5% | $134,532-96.3% |
| Participation rate | 64.3% | 74.5%-10.2pp | 67.9%-3.6pp | 81.2%-16.9pp |
| Annual return | -30.68% | 62.67%-93.4pp | 42.35%-73.0pp | 418.27%-449.0pp |
| Employer contribution / active EE | $1,287 | $3,420-62.4% | $2,814-54.3% | $4,741-72.8% |
| Participant deferral / active EE | $1,716 | $5,241-67.3% | $4,429-61.3% | $6,401-73.2% |
| Admin fee / account holder | $3 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |