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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 | $12,816 | $95,975-86.6% | $74,549-82.8% | $135,379-90.5% |
| Participation rate | 37.5% | 75.7%-38.2pp | 69.1%-31.6pp | 82.6%-45.1pp |
| Annual return | -44.98% | 56.96%-101.9pp | 32.53%-77.5pp | 519.79%-564.8pp |
| Employer contribution / active EE | $477 | $2,716-82.4% | $1,961-75.7% | $4,779-90.0% |
| Participant deferral / active EE | $3,815 | $3,844-0.7% | $3,108+22.7% | $5,609-32.0% |
| Admin fee / account holder | $211 | $6,522-96.8% | $5,059-95.8% | $10,828-98.1% |