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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 | $13,808 | $100,811-86.3% | $86,698-84.1% | $134,545-89.7% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -22.62% | 29.11%-51.7pp | 35.96%-58.6pp | 418.37%-441.0pp |
| Employer contribution / active EE | $1,048 | $3,490-70.0% | $2,837-63.1% | $4,742-77.9% |
| Participant deferral / active EE | $2,972 | $5,339-44.3% | $4,656-36.2% | $6,401-53.6% |
| Admin fee / account holder | $99 | $10,926-99.1% | $7,492-98.7% | $11,431-99.1% |