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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 | $12,134 | $95,979-87.4% | $74,551-83.7% | $135,380-91.0% |
| Participation rate | 62.5% | 75.7%-13.2pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -17.45% | 56.97%-74.4pp | 32.53%-50.0pp | 519.81%-537.3pp |
| Employer contribution / active EE | $1,147 | $2,716-57.8% | $1,961-41.5% | $4,779-76.0% |
| Participant deferral / active EE | $4,038 | $3,844+5.0% | $3,108+29.9% | $5,609-28.0% |
| Admin fee / account holder | $214 | $6,522-96.7% | $5,059-95.8% | $10,828-98.0% |