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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 | $8,493 | $95,895-91.1% | $79,576-89.3% | $134,509-93.7% |
| Participation rate | 63.6% | 75.0%-11.4pp | 69.5%-5.8pp | 81.2%-17.6pp |
| Annual return | -33.72% | -2.72%-31.0pp | 0.15%-33.9pp | 418.13%-451.9pp |
| Employer contribution / active EE | $3,112 | $3,128-0.5% | $2,413+29.0% | $4,741-34.3% |
| Participant deferral / active EE | $3,112 | $4,693-33.7% | $3,985-21.9% | $6,400-51.4% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |