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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 | $16,220 | $77,816-79.2% | $123,552-86.9% | $64,173-74.7% |
| Participation rate | 45.5% | 74.7%-29.3pp | 82.3%-36.8pp | 69.6%-24.1pp |
| Annual return | -13.48% | 12.49%-26.0pp | 119.20%-132.7pp | 7.63%-21.1pp |
| Employer contribution / active EE | $1,269 | $3,014-57.9% | $4,628-72.6% | $2,381-46.7% |
| Participant deferral / active EE | $3,476 | $5,240-33.7% | $6,426-45.9% | $3,470+0.2% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,285-100.0% | $4,887-100.0% |