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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 | $15,169 | $82,674-81.7% | $125,381-87.9% | $68,486-77.9% |
| Participation rate | 32.5% | 75.1%-42.6pp | 82.4%-49.9pp | 67.9%-35.4pp |
| Annual return | -27.25% | -5.97%-21.3pp | 572.31%-599.6pp | -7.85%-19.4pp |
| Employer contribution / active EE | $1,226 | $3,382-63.8% | $4,815-74.5% | $2,597-52.8% |
| Participant deferral / active EE | $2,934 | $6,111-52.0% | $7,448-60.6% | $4,028-27.2% |
| Admin fee / account holder | $59 | $6,277-99.1% | $10,007-99.4% | $5,404-98.9% |