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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 | $12,292 | $211,946-94.2% | $169,452-92.7% | $135,379-90.9% |
| Participation rate | 61.5% | 82.6%-21.1pp | 77.8%-16.2pp | 82.6%-21.1pp |
| Annual return | -42.03% | 3.26%-45.3pp | 1.83%-43.9pp | 519.79%-561.8pp |
| Employer contribution / active EE | $1,233 | $5,117-75.9% | $4,157-70.3% | $4,779-74.2% |
| Participant deferral / active EE | $5,373 | $6,075-11.6% | $5,277+1.8% | $5,609-4.2% |
| Admin fee / account holder | $14 | $11,472-99.9% | $9,110-99.9% | $10,828-99.9% |