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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 | $5,424 | $133,981-96.0% | $112,249-95.2% | $134,532-96.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -27.30% | 47.16%-74.5pp | 27.48%-54.8pp | 418.27%-445.6pp |
| Employer contribution / active EE | $1,033 | $4,040-74.4% | $3,636-71.6% | $4,741-78.2% |
| Participant deferral / active EE | $1,550 | $5,292-70.7% | $4,729-67.2% | $6,401-75.8% |
| Admin fee / account holder | $5 | $7,492-99.9% | $6,412-99.9% | $11,429-100.0% |