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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 | $12,354 | $78,694-84.3% | $67,652-81.7% | $125,389-90.1% |
| Participation rate | 57.9% | 78.8%-20.9pp | 75.7%-17.8pp | 83.2%-25.3pp |
| Annual return | -12.59% | 9.46%-22.0pp | 6625.40%-6638.0pp | 282.24%-294.8pp |
| Employer contribution / active EE | $1,943 | $3,044-36.2% | $2,266-14.3% | $4,866-60.1% |
| Participant deferral / active EE | $3,783 | $4,292-11.9% | $3,560+6.3% | $5,352-29.3% |
| Admin fee / account holder | $16 | $7,403-99.8% | $4,821-99.7% | $9,541-99.8% |