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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 | $11,176 | $78,694-85.8% | $67,652-83.5% | $125,389-91.1% |
| Participation rate | 50.0% | 78.8%-28.8pp | 75.7%-25.7pp | 83.2%-33.2pp |
| Annual return | -8.28% | 9.46%-17.7pp | 6625.40%-6633.7pp | 282.24%-290.5pp |
| Employer contribution / active EE | $851 | $3,044-72.0% | $2,266-62.4% | $4,866-82.5% |
| Participant deferral / active EE | $2,947 | $4,292-31.3% | $3,560-17.2% | $5,352-44.9% |
| Admin fee / account holder | $58 | $7,403-99.2% | $4,821-98.8% | $9,541-99.4% |