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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 | $15,894 | $138,075-88.5% | $123,552-87.1% | $135,379-88.3% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -16.54% | 153.70%-170.2pp | 119.20%-135.7pp | 519.79%-536.3pp |
| Employer contribution / active EE | $2,263 | $5,152-56.1% | $4,628-51.1% | $4,779-52.6% |
| Participant deferral / active EE | $4,436 | $6,800-34.8% | $6,426-31.0% | $5,609-20.9% |
| Admin fee / account holder | $223 | $10,917-98.0% | $9,285-97.6% | $10,828-97.9% |