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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 | $15,576 | $78,694-80.2% | $67,652-77.0% | $125,389-87.6% |
| Participation rate | 40.9% | 78.8%-37.9pp | 75.7%-34.8pp | 83.2%-42.3pp |
| Annual return | -4.55% | 9.46%-14.0pp | 6625.40%-6630.0pp | 282.24%-286.8pp |
| Employer contribution / active EE | $970 | $3,044-68.1% | $2,266-57.2% | $4,866-80.1% |
| Participant deferral / active EE | $3,437 | $4,292-19.9% | $3,560-3.4% | $5,352-35.8% |
| Admin fee / account holder | $64 | $7,403-99.1% | $4,821-98.7% | $9,541-99.3% |