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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 | $13,111 | $167,522-92.2% | $151,639-91.4% | $134,532-90.3% |
| Participation rate | 20.0% | 88.4%-68.4pp | 87.5%-67.5pp | 81.2%-61.2pp |
| Annual return | -43.86% | 7.81%-51.7pp | 3.34%-47.2pp | 418.27%-462.1pp |
| Employer contribution / active EE | $3,408 | $6,828-50.1% | $6,165-44.7% | $4,741-28.1% |
| Participant deferral / active EE | $4,100 | $8,986-54.4% | $8,363-51.0% | $6,401-35.9% |
| Admin fee / account holder | $22 | $13,780-99.8% | $11,613-99.8% | $11,429-99.8% |