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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 | $11,131 | $75,832-85.3% | $147,618-92.5% | $59,633-81.3% |
| Participation rate | 56.0% | 71.6%-15.6pp | 84.6%-28.6pp | 68.7%-12.7pp |
| Annual return | -6.29% | 0.37%-6.7pp | 61.98%-68.3pp | 2041.40%-2047.7pp |
| Employer contribution / active EE | $1,383 | $3,485-60.3% | $5,565-75.1% | $2,203-37.2% |
| Participant deferral / active EE | $2,574 | $3,131-17.8% | $4,895-47.4% | $3,192-19.4% |
| Admin fee / account holder | $282 | $5,986-95.3% | $11,612-97.6% | $4,297-93.4% |