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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 | $7,520 | $81,870-90.8% | $119,634-93.7% | $68,490-89.0% |
| Participation rate | 64.4% | 71.9%-7.5pp | 79.3%-14.9pp | 67.9%-3.5pp |
| Annual return | -44.28% | -23.82%-20.5pp | -14.98%-29.3pp | -7.85%-36.4pp |
| Employer contribution / active EE | $1,242 | $2,692-53.8% | $4,232-70.6% | $2,597-52.2% |
| Participant deferral / active EE | $3,486 | $4,148-16.0% | $5,601-37.8% | $4,028-13.4% |
| Admin fee / account holder | $0 | $6,583-100.0% | $10,329-100.0% | $5,403-100.0% |