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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 | $17,054 | $142,409-88.0% | $119,634-85.7% | $134,545-87.3% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -21.19% | -12.46%-8.7pp | -14.98%-6.2pp | 418.37%-439.6pp |
| Employer contribution / active EE | $1,691 | $5,224-67.6% | $4,232-60.0% | $4,742-64.3% |
| Participant deferral / active EE | $3,028 | $6,468-53.2% | $5,601-45.9% | $6,401-52.7% |
| Admin fee / account holder | $68 | $13,594-99.5% | $10,329-99.3% | $11,431-99.4% |