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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 | $14,685 | $211,946-93.1% | $169,452-91.3% | $135,380-89.2% |
| Participation rate | 57.1% | 82.6%-25.5pp | 77.8%-20.6pp | 82.6%-25.5pp |
| Annual return | -36.50% | 3.26%-39.8pp | 1.83%-38.3pp | 519.81%-556.3pp |
| Employer contribution / active EE | $1,198 | $5,117-76.6% | $4,157-71.2% | $4,779-74.9% |
| Participant deferral / active EE | $5,787 | $6,075-4.7% | $5,277+9.7% | $5,609+3.2% |
| Admin fee / account holder | $76 | $11,472-99.3% | $9,110-99.2% | $10,828-99.3% |