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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 | $15,310 | $168,636-90.9% | $147,618-89.6% | $125,388-87.8% |
| Participation rate | 55.6% | 88.8%-33.2pp | 84.6%-29.1pp | 83.2%-27.6pp |
| Annual return | -6.29% | 77.65%-83.9pp | 61.98%-68.3pp | 282.24%-288.5pp |
| Employer contribution / active EE | $3,357 | $6,252-46.3% | $5,565-39.7% | $4,866-31.0% |
| Participant deferral / active EE | $2,634 | $5,507-52.2% | $4,895-46.2% | $5,352-50.8% |
| Admin fee / account holder | $240 | $13,580-98.2% | $11,612-97.9% | $9,541-97.5% |