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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 | $19,548 | $165,361-88.2% | $149,715-86.9% | $158,950-87.7% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | -9.31% | 348.24%-357.5pp | 276.66%-286.0pp | 302.91%-312.2pp |
| Employer contribution / active EE | $2,228 | $5,103-56.3% | $4,645-52.0% | $4,762-53.2% |
| Participant deferral / active EE | $4,635 | $7,182-35.5% | $6,842-32.3% | $5,983-22.5% |
| Admin fee / account holder | $216 | $10,808-98.0% | $9,310-97.7% | $11,248-98.1% |