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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 | $13,879 | $167,353-91.7% | $143,797-90.3% | $134,545-89.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -35.57% | 0.48%-36.1pp | -0.04%-35.5pp | 418.37%-453.9pp |
| Employer contribution / active EE | $1,885 | $5,620-66.5% | $4,952-61.9% | $4,742-60.3% |
| Participant deferral / active EE | $5,194 | $6,447-19.4% | $5,638-7.9% | $6,401-18.9% |
| Admin fee / account holder | $133 | $18,096-99.3% | $14,679-99.1% | $11,431-98.8% |