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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 | $10,647 | $129,959-91.8% | $104,301-89.8% | $134,532-92.1% |
| Participation rate | 42.9% | 79.5%-36.7pp | 73.3%-30.4pp | 81.2%-38.4pp |
| Annual return | -25.47% | 42.04%-67.5pp | 24.61%-50.1pp | 418.27%-443.7pp |
| Employer contribution / active EE | $1,111 | $4,185-73.5% | $3,373-67.1% | $4,741-76.6% |
| Participant deferral / active EE | $1,557 | $5,589-72.2% | $4,626-66.4% | $6,401-75.7% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |