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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 | $13,572 | $215,361-93.7% | $171,082-92.1% | $273,970-95.0% |
| Participation rate | 33.3% | 82.0%-48.7pp | 76.7%-43.4pp | 83.0%-49.7pp |
| Annual return | -76.61% | 25.14%-101.8pp | 32.56%-109.2pp | 41.46%-118.1pp |
| Employer contribution / active EE | $419 | $4,967-91.6% | $4,002-89.5% | $4,869-91.4% |
| Participant deferral / active EE | $3,160 | $5,543-43.0% | $4,797-34.1% | $5,287-40.2% |
| Admin fee / account holder | $20 | $10,846-99.8% | $8,520-99.8% | $10,132-99.8% |