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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 | $10,587 | $78,694-86.5% | $67,653-84.4% | $125,388-91.6% |
| Participation rate | 52.9% | 78.8%-25.9pp | 75.7%-22.7pp | 83.2%-30.2pp |
| Annual return | -3.92% | 9.46%-13.4pp | 6625.22%-6629.1pp | 282.24%-286.2pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,892 | $4,292-32.6% | $3,560-18.7% | $5,352-46.0% |
| Admin fee / account holder | $18 | $7,403-99.8% | $4,821-99.6% | $9,541-99.8% |