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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 | $9,985 | $82,674-87.9% | $125,363-92.0% | $68,495-85.4% |
| Participation rate | 67.7% | 75.0%-7.3pp | 82.4%-14.6pp | 67.9%-0.1pp |
| Annual return | -41.52% | -5.97%-35.5pp | 572.15%-613.7pp | -7.84%-33.7pp |
| Employer contribution / active EE | $2,673 | $3,382-21.0% | $4,815-44.5% | $2,596+2.9% |
| Participant deferral / active EE | $3,535 | $6,111-42.1% | $7,447-52.5% | $4,028-12.2% |
| Admin fee / account holder | $87 | $6,276-98.6% | $10,005-99.1% | $5,403-98.4% |