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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 | $17,829 | $176,402-89.9% | $134,162-86.7% | $158,966-88.8% |
| Participation rate | 38.5% | 78.7%-40.3pp | 72.2%-33.7pp | 82.0%-43.5pp |
| Annual return | -39.85% | 63.66%-103.5pp | 36.35%-76.2pp | 302.95%-342.8pp |
| Employer contribution / active EE | $125 | $5,042-97.5% | $3,705-96.6% | $4,762-97.4% |
| Participant deferral / active EE | $406 | $4,093-90.1% | $3,500-88.4% | $5,983-93.2% |
| Admin fee / account holder | $129 | $8,719-98.5% | $6,685-98.1% | $11,250-98.9% |