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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 | $19,868 | $175,600-88.7% | $129,110-84.6% | $134,509-85.2% |
| Participation rate | 42.9% | 81.6%-38.7pp | 77.3%-34.4pp | 81.2%-38.4pp |
| Annual return | -65.28% | -11.39%-53.9pp | -10.94%-54.3pp | 418.13%-483.4pp |
| Employer contribution / active EE | $2,193 | $6,355-65.5% | $5,052-56.6% | $4,741-53.7% |
| Participant deferral / active EE | $6,076 | $7,975-23.8% | $6,542-7.1% | $6,400-5.1% |
| Admin fee / account holder | $97 | $23,567-99.6% | $14,302-99.3% | $11,427-99.2% |