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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 | $14,663 | $92,219-84.1% | $76,766-80.9% | $135,382-89.2% |
| Participation rate | 52.9% | 79.8%-26.8pp | 77.0%-24.0pp | 82.6%-29.7pp |
| Annual return | -12.94% | 5.46%-18.4pp | 2.43%-15.4pp | 519.77%-532.7pp |
| Employer contribution / active EE | $921 | $3,216-71.4% | $2,485-62.9% | $4,779-80.7% |
| Participant deferral / active EE | $1,729 | $4,508-61.6% | $3,851-55.1% | $5,609-69.2% |
| Admin fee / account holder | $197 | $10,749-98.2% | $6,675-97.1% | $10,829-98.2% |