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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 | $8,321 | $142,392-94.2% | $119,622-93.0% | $134,532-93.8% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.3%-16.8pp | 81.2%-18.7pp |
| Annual return | -22.93% | -12.46%-10.5pp | -14.98%-7.9pp | 418.27%-441.2pp |
| Employer contribution / active EE | $1,184 | $5,224-77.3% | $4,232-72.0% | $4,741-75.0% |
| Participant deferral / active EE | $2,230 | $6,467-65.5% | $5,601-60.2% | $6,401-65.2% |
| Admin fee / account holder | $98 | $13,593-99.3% | $10,328-99.1% | $11,429-99.1% |