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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 | $12,789 | $95,975-86.7% | $74,549-82.8% | $135,379-90.6% |
| Participation rate | 31.8% | 75.7%-43.8pp | 69.1%-37.3pp | 82.6%-50.8pp |
| Annual return | -18.73% | 56.96%-75.7pp | 32.53%-51.3pp | 519.79%-538.5pp |
| Employer contribution / active EE | $562 | $2,716-79.3% | $1,961-71.3% | $4,779-88.2% |
| Participant deferral / active EE | $1,936 | $3,844-49.6% | $3,108-37.7% | $5,609-65.5% |
| Admin fee / account holder | $122 | $6,522-98.1% | $5,059-97.6% | $10,828-98.9% |