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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 | $8,385 | $95,915-91.3% | $79,580-89.5% | $134,532-93.8% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -24.79% | -2.71%-22.1pp | 0.15%-24.9pp | 418.27%-443.1pp |
| Employer contribution / active EE | $1,512 | $3,129-51.7% | $2,413-37.3% | $4,741-68.1% |
| Participant deferral / active EE | $1,890 | $4,693-59.7% | $3,985-52.6% | $6,401-70.5% |
| Admin fee / account holder | $125 | $9,132-98.6% | $6,835-98.2% | $11,429-98.9% |