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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 | $12,844 | $68,996-81.4% | $159,991-92.0% | $68,495-81.2% |
| Participation rate | 52.8% | 65.4%-12.6pp | 78.0%-25.1pp | 67.9%-15.1pp |
| Annual return | -22.01% | -9.65%-12.4pp | 408.82%-430.8pp | -7.84%-14.2pp |
| Employer contribution / active EE | $1,453 | $2,212-34.3% | $4,225-65.6% | $2,596-44.0% |
| Participant deferral / active EE | $2,201 | $4,211-47.7% | $6,183-64.4% | $4,028-45.3% |
| Admin fee / account holder | $234 | $4,797-95.1% | $8,715-97.3% | $5,403-95.7% |