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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 | $7,169 | $90,320-92.1% | $59,496-88.0% | $125,388-94.3% |
| Participation rate | 46.2% | 68.3%-22.1pp | 54.6%-8.4pp | 83.2%-37.0pp |
| Annual return | -8.75% | 369.13%-377.9pp | 182.05%-190.8pp | 282.24%-291.0pp |
| Employer contribution / active EE | $1,029 | $1,792-42.6% | $1,153-10.8% | $4,866-78.9% |
| Participant deferral / active EE | $1,544 | $2,716-43.2% | $1,829-15.6% | $5,352-71.2% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |