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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 | $16,492 | $197,819-91.7% | $155,789-89.4% | $125,389-86.8% |
| Participation rate | 33.3% | 82.1%-48.8pp | 76.1%-42.8pp | 83.2%-49.9pp |
| Annual return | -4.77% | 86.73%-91.5pp | 71.54%-76.3pp | 282.24%-287.0pp |
| Employer contribution / active EE | $656 | $4,850-86.5% | $3,839-82.9% | $4,866-86.5% |
| Participant deferral / active EE | $2,082 | $5,631-63.0% | $4,798-56.6% | $5,352-61.1% |
| Admin fee / account holder | $38 | $9,544-99.6% | $7,477-99.5% | $9,541-99.6% |