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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 | $8,620 | $69,012-87.5% | $160,037-94.6% | $68,490-87.4% |
| Participation rate | 38.0% | 65.4%-27.4pp | 78.0%-39.9pp | 67.9%-29.9pp |
| Annual return | -29.40% | -9.65%-19.7pp | 408.95%-438.4pp | -7.85%-21.5pp |
| Employer contribution / active EE | $1,288 | $2,212-41.8% | $4,226-69.5% | $2,597-50.4% |
| Participant deferral / active EE | $2,050 | $4,212-51.3% | $6,184-66.8% | $4,028-49.1% |
| Admin fee / account holder | $216 | $4,798-95.5% | $8,716-97.5% | $5,403-96.0% |