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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 | $6,436 | $93,124-93.1% | $77,100-91.7% | $134,545-95.2% |
| Participation rate | 57.1% | 74.5%-17.4pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -24.25% | 62.68%-86.9pp | 42.35%-66.6pp | 418.37%-442.6pp |
| Employer contribution / active EE | $1,400 | $3,421-59.1% | $2,815-50.3% | $4,742-70.5% |
| Participant deferral / active EE | $2,473 | $5,242-52.8% | $4,430-44.2% | $6,401-61.4% |
| Admin fee / account holder | $51 | $6,970-99.3% | $5,443-99.1% | $11,431-99.6% |