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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 | $14,306 | $77,816-81.6% | $123,549-88.4% | $64,186-77.7% |
| Participation rate | 32.6% | 74.7%-42.2pp | 82.3%-49.7pp | 69.6%-37.0pp |
| Annual return | -43.28% | 12.49%-55.8pp | 119.20%-162.5pp | 7.63%-50.9pp |
| Employer contribution / active EE | $1,349 | $3,014-55.2% | $4,628-70.9% | $2,381-43.3% |
| Participant deferral / active EE | $2,648 | $5,240-49.5% | $6,426-58.8% | $3,470-23.7% |
| Admin fee / account holder | $143 | $5,519-97.4% | $9,284-98.5% | $4,888-97.1% |