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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 | $14,097 | $100,792-86.0% | $86,691-83.7% | $134,509-89.5% |
| Participation rate | 54.5% | 78.9%-24.4pp | 76.6%-22.0pp | 81.2%-26.7pp |
| Annual return | -32.61% | 29.08%-61.7pp | 35.94%-68.6pp | 418.13%-450.7pp |
| Employer contribution / active EE | $1,856 | $3,491-46.8% | $2,837-34.6% | $4,741-60.8% |
| Participant deferral / active EE | $3,304 | $5,339-38.1% | $4,656-29.0% | $6,400-48.4% |
| Admin fee / account holder | $183 | $10,924-98.3% | $7,492-97.6% | $11,427-98.4% |