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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 | $12,247 | $82,630-85.2% | $64,105-80.9% | $125,389-90.2% |
| Participation rate | 60.0% | 75.9%-15.9pp | 68.2%-8.2pp | 83.2%-23.2pp |
| Annual return | -5.98% | 1489.72%-1495.7pp | 791.24%-797.2pp | 282.24%-288.2pp |
| Employer contribution / active EE | $1,964 | $2,671-26.5% | $1,820+7.9% | $4,866-59.6% |
| Participant deferral / active EE | $3,372 | $3,608-6.6% | $2,822+19.5% | $5,352-37.0% |
| Admin fee / account holder | $34 | $6,382-99.5% | $4,499-99.2% | $9,541-99.6% |