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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 | $14,472 | $82,674-82.5% | $125,363-88.5% | $68,495-78.9% |
| Participation rate | 63.2% | 75.0%-11.9pp | 82.4%-19.2pp | 67.9%-4.7pp |
| Annual return | -32.86% | -5.97%-26.9pp | 572.15%-605.0pp | -7.84%-25.0pp |
| Employer contribution / active EE | $1,664 | $3,382-50.8% | $4,815-65.4% | $2,596-35.9% |
| Participant deferral / active EE | $4,007 | $6,111-34.4% | $7,447-46.2% | $4,028-0.5% |
| Admin fee / account holder | $225 | $6,276-96.4% | $10,005-97.7% | $5,403-95.8% |