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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 | $17,209 | $138,076-87.5% | $123,553-86.1% | $135,380-87.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -20.12% | 153.70%-173.8pp | 119.21%-139.3pp | 519.81%-539.9pp |
| Employer contribution / active EE | $2,199 | $5,152-57.3% | $4,628-52.5% | $4,779-54.0% |
| Participant deferral / active EE | $6,339 | $6,800-6.8% | $6,426-1.3% | $5,609+13.0% |
| Admin fee / account holder | $54 | $10,917-99.5% | $9,284-99.4% | $10,828-99.5% |