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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 | $11,844 | $142,392-91.7% | $119,622-90.1% | $134,532-91.2% |
| Participation rate | 46.2% | 82.8%-36.7pp | 79.3%-33.1pp | 81.2%-35.1pp |
| Annual return | -30.56% | -12.46%-18.1pp | -14.98%-15.6pp | 418.27%-448.8pp |
| Employer contribution / active EE | $2,050 | $5,224-60.8% | $4,232-51.6% | $4,741-56.8% |
| Participant deferral / active EE | $3,498 | $6,467-45.9% | $5,601-37.5% | $6,401-45.3% |
| Admin fee / account holder | $20 | $13,593-99.9% | $10,328-99.8% | $11,429-99.8% |