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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 | $19,958 | $138,075-85.5% | $123,552-83.8% | $135,379-85.3% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -13.06% | 153.70%-166.8pp | 119.20%-132.3pp | 519.79%-532.8pp |
| Employer contribution / active EE | $1,055 | $5,152-79.5% | $4,628-77.2% | $4,779-77.9% |
| Participant deferral / active EE | $2,812 | $6,800-58.6% | $6,426-56.2% | $5,609-49.9% |
| Admin fee / account holder | $110 | $10,917-99.0% | $9,285-98.8% | $10,828-99.0% |