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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 | $8,937 | $95,975-90.7% | $74,552-88.0% | $135,382-93.4% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -11.72% | 56.96%-68.7pp | 32.53%-44.3pp | 519.77%-531.5pp |
| Employer contribution / active EE | $840 | $2,716-69.1% | $1,961-57.2% | $4,779-82.4% |
| Participant deferral / active EE | $1,051 | $3,844-72.7% | $3,108-66.2% | $5,609-81.3% |
| Admin fee / account holder | $163 | $6,522-97.5% | $5,060-96.8% | $10,829-98.5% |