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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 | $10,944 | $100,805-89.1% | $86,698-87.4% | $134,532-91.9% |
| Participation rate | 38.5% | 79.0%-40.5pp | 76.6%-38.1pp | 81.2%-42.8pp |
| Annual return | -26.10% | 29.09%-55.2pp | 35.95%-62.1pp | 418.27%-444.4pp |
| Employer contribution / active EE | $891 | $3,490-74.5% | $2,837-68.6% | $4,741-81.2% |
| Participant deferral / active EE | $2,495 | $5,339-53.3% | $4,656-46.4% | $6,401-61.0% |
| Admin fee / account holder | $90 | $10,925-99.2% | $7,493-98.8% | $11,429-99.2% |