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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 | $9,879 | $100,792-90.2% | $86,691-88.6% | $134,509-92.7% |
| Participation rate | 55.6% | 78.9%-23.4pp | 76.6%-21.0pp | 81.2%-25.7pp |
| Annual return | -45.59% | 29.08%-74.7pp | 35.94%-81.5pp | 418.13%-463.7pp |
| Employer contribution / active EE | $2,433 | $3,491-30.3% | $2,837-14.2% | $4,741-48.7% |
| Participant deferral / active EE | $2,476 | $5,339-53.6% | $4,656-46.8% | $6,400-61.3% |
| Admin fee / account holder | $78 | $10,924-99.3% | $7,492-99.0% | $11,427-99.3% |