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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 | $15,172 | $95,979-84.2% | $74,551-79.6% | $135,380-88.8% |
| Participation rate | 30.0% | 75.7%-45.7pp | 69.1%-39.1pp | 82.6%-52.6pp |
| Annual return | -23.00% | 56.97%-80.0pp | 32.53%-55.5pp | 519.81%-542.8pp |
| Employer contribution / active EE | $951 | $2,716-65.0% | $1,961-51.5% | $4,779-80.1% |
| Participant deferral / active EE | $1,772 | $3,844-53.9% | $3,108-43.0% | $5,609-68.4% |
| Admin fee / account holder | $69 | $6,522-98.9% | $5,059-98.6% | $10,828-99.4% |