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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 | $6,784 | $65,712-89.7% | $57,196-88.1% | $273,972-97.5% |
| Participation rate | 60.0% | 78.3%-18.3pp | 75.3%-15.3pp | 83.0%-23.0pp |
| Annual return | -93.80% | 22.01%-115.8pp | 14.59%-108.4pp | 41.46%-135.3pp |
| Employer contribution / active EE | $1,118 | $3,280-65.9% | $2,683-58.3% | $4,869-77.0% |
| Participant deferral / active EE | $2,850 | $3,782-24.6% | $3,096-7.9% | $5,287-46.1% |
| Admin fee / account holder | $17 | $4,838-99.6% | $3,141-99.4% | $10,133-99.8% |