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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 | $13,413 | $97,027-86.2% | $83,323-83.9% | $135,382-90.1% |
| Participation rate | 53.8% | 80.4%-26.6pp | 77.8%-23.9pp | 82.6%-28.8pp |
| Annual return | -22.91% | 12.31%-35.2pp | 10.63%-33.5pp | 519.77%-542.7pp |
| Employer contribution / active EE | $1,337 | $4,143-67.7% | $3,379-60.4% | $4,779-72.0% |
| Participant deferral / active EE | $3,277 | $5,964-45.1% | $5,565-41.1% | $5,609-41.6% |
| Admin fee / account holder | $141 | $8,427-98.3% | $7,539-98.1% | $10,829-98.7% |