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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 | $14,019 | $97,732-85.7% | $83,831-83.3% | $135,380-89.6% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -15.17% | 1287.56%-1302.7pp | 850.99%-866.2pp | 519.81%-535.0pp |
| Employer contribution / active EE | $1,381 | $4,222-67.3% | $3,631-62.0% | $4,779-71.1% |
| Participant deferral / active EE | $5,076 | $4,683+8.4% | $4,082+24.3% | $5,609-9.5% |
| Admin fee / account holder | $178 | $6,675-97.3% | $5,479-96.8% | $10,828-98.4% |