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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 | $20,761 | $56,200-63.1% | $67,653-69.3% | $59,633-65.2% |
| Participation rate | 30.8% | 71.5%-40.7pp | 75.7%-44.9pp | 68.7%-37.9pp |
| Annual return | -4.76% | 18506.71%-18511.5pp | 6625.22%-6630.0pp | 2041.40%-2046.2pp |
| Employer contribution / active EE | $606 | $1,615-62.5% | $2,266-73.3% | $2,203-72.5% |
| Participant deferral / active EE | $1,306 | $2,843-54.1% | $3,560-63.3% | $3,192-59.1% |
| Admin fee / account holder | $0 | $3,959-100.0% | $4,821-100.0% | $4,297-100.0% |