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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 | $11,964 | $138,075-91.3% | $123,552-90.3% | $135,379-91.2% |
| Participation rate | 61.1% | 84.7%-23.6pp | 82.3%-21.2pp | 82.6%-21.5pp |
| Annual return | -15.06% | 153.70%-168.8pp | 119.20%-134.3pp | 519.79%-534.8pp |
| Employer contribution / active EE | $1,331 | $5,152-74.2% | $4,628-71.2% | $4,779-72.1% |
| Participant deferral / active EE | $3,744 | $6,800-44.9% | $6,426-41.7% | $5,609-33.2% |
| Admin fee / account holder | $218 | $10,917-98.0% | $9,285-97.7% | $10,828-98.0% |