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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 | $15,974 | $135,645-88.2% | $110,243-85.5% | $135,380-88.2% |
| Participation rate | 55.0% | 83.5%-28.5pp | 79.8%-24.8pp | 82.6%-27.6pp |
| Annual return | -9.10% | 513.24%-522.3pp | 314.76%-323.9pp | 519.81%-528.9pp |
| Employer contribution / active EE | $1,856 | $4,907-62.2% | $3,827-51.5% | $4,779-61.2% |
| Participant deferral / active EE | $2,869 | $5,507-47.9% | $4,672-38.6% | $5,609-48.8% |
| Admin fee / account holder | $164 | $11,458-98.6% | $8,548-98.1% | $10,828-98.5% |