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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 | $7,883 | $134,001-94.1% | $112,258-93.0% | $134,509-94.1% |
| Participation rate | 38.9% | 78.6%-39.7pp | 75.1%-36.2pp | 81.2%-42.3pp |
| Annual return | -36.70% | 47.15%-83.9pp | 27.47%-64.2pp | 418.13%-454.8pp |
| Employer contribution / active EE | $826 | $4,039-79.6% | $3,636-77.3% | $4,741-82.6% |
| Participant deferral / active EE | $1,886 | $5,291-64.3% | $4,728-60.1% | $6,400-70.5% |
| Admin fee / account holder | $46 | $7,491-99.4% | $6,411-99.3% | $11,427-99.6% |