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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 | $7,550 | $95,979-92.1% | $74,551-89.9% | $135,380-94.4% |
| Participation rate | 61.9% | 75.7%-13.7pp | 69.1%-7.2pp | 82.6%-20.7pp |
| Annual return | -11.51% | 56.97%-68.5pp | 32.53%-44.0pp | 519.81%-531.3pp |
| Employer contribution / active EE | $963 | $2,716-64.6% | $1,961-50.9% | $4,779-79.9% |
| Participant deferral / active EE | $1,916 | $3,844-50.2% | $3,108-38.4% | $5,609-65.8% |
| Admin fee / account holder | $36 | $6,522-99.4% | $5,059-99.3% | $10,828-99.7% |