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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 | $7,158 | $133,981-94.7% | $112,249-93.6% | $134,532-94.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -83.70% | 47.16%-130.9pp | 27.48%-111.2pp | 418.27%-502.0pp |
| Employer contribution / active EE | $1,113 | $4,040-72.5% | $3,636-69.4% | $4,741-76.5% |
| Participant deferral / active EE | $2,935 | $5,292-44.5% | $4,729-37.9% | $6,401-54.1% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |