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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 | $16,282 | $82,674-80.3% | $125,381-87.0% | $68,486-76.2% |
| Participation rate | 55.4% | 75.1%-19.7pp | 82.4%-27.0pp | 67.9%-12.5pp |
| Annual return | -23.55% | -5.97%-17.6pp | 572.31%-595.9pp | -7.85%-15.7pp |
| Employer contribution / active EE | $1,635 | $3,382-51.7% | $4,815-66.1% | $2,597-37.0% |
| Participant deferral / active EE | $4,615 | $6,111-24.5% | $7,448-38.0% | $4,028+14.6% |
| Admin fee / account holder | $90 | $6,277-98.6% | $10,007-99.1% | $5,404-98.3% |