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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 | $10,812 | $99,032-89.1% | $80,022-86.5% | $135,380-92.0% |
| Participation rate | 50.0% | 78.4%-28.4pp | 75.8%-25.8pp | 82.6%-32.6pp |
| Annual return | -49.34% | 15.39%-64.7pp | 11.22%-60.6pp | 519.81%-569.1pp |
| Employer contribution / active EE | $2,385 | $3,043-21.6% | $2,468-3.4% | $4,779-50.1% |
| Participant deferral / active EE | $2,500 | $4,282-41.6% | $3,686-32.2% | $5,609-55.4% |
| Admin fee / account holder | $30 | $10,436-99.7% | $6,521-99.5% | $10,828-99.7% |