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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 | $9,168 | $90,590-89.9% | $90,782-89.9% | $135,379-93.2% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.7%-32.7pp | 82.6%-32.6pp |
| Annual return | -26.12% | -3.40%-22.7pp | -3.42%-22.7pp | 519.79%-545.9pp |
| Employer contribution / active EE | $1,466 | $4,352-66.3% | $4,105-64.3% | $4,779-69.3% |
| Participant deferral / active EE | $1,914 | $5,407-64.6% | $5,366-64.3% | $5,609-65.9% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,828-100.0% |