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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 | $11,908 | $95,975-87.6% | $74,552-84.0% | $135,382-91.2% |
| Participation rate | 62.5% | 75.7%-13.2pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -11.04% | 56.96%-68.0pp | 32.53%-43.6pp | 519.77%-530.8pp |
| Employer contribution / active EE | $1,336 | $2,716-50.8% | $1,961-31.8% | $4,779-72.0% |
| Participant deferral / active EE | $1,711 | $3,844-55.5% | $3,108-45.0% | $5,609-69.5% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,829-100.0% |