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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 | $17,285 | $138,076-87.5% | $123,553-86.0% | $135,380-87.2% |
| Participation rate | 38.1% | 84.7%-46.6pp | 82.3%-44.2pp | 82.6%-44.5pp |
| Annual return | -10.82% | 153.70%-164.5pp | 119.21%-130.0pp | 519.81%-530.6pp |
| Employer contribution / active EE | $1,324 | $5,152-74.3% | $4,628-71.4% | $4,779-72.3% |
| Participant deferral / active EE | $2,316 | $6,800-65.9% | $6,426-64.0% | $5,609-58.7% |
| Admin fee / account holder | $65 | $10,917-99.4% | $9,284-99.3% | $10,828-99.4% |