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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 | $7,230 | $95,979-92.5% | $74,551-90.3% | $135,380-94.7% |
| Participation rate | 57.1% | 75.7%-18.5pp | 69.1%-12.0pp | 82.6%-25.5pp |
| Annual return | -19.20% | 56.97%-76.2pp | 32.53%-51.7pp | 519.81%-539.0pp |
| Employer contribution / active EE | $1,128 | $2,716-58.5% | $1,961-42.5% | $4,779-76.4% |
| Participant deferral / active EE | $1,597 | $3,844-58.5% | $3,108-48.6% | $5,609-71.5% |
| Admin fee / account holder | $276 | $6,522-95.8% | $5,059-94.5% | $10,828-97.5% |