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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 | $17,749 | $82,674-78.5% | $125,363-85.8% | $68,495-74.1% |
| Participation rate | 41.7% | 75.0%-33.4pp | 82.4%-40.7pp | 67.9%-26.2pp |
| Annual return | -21.73% | -5.97%-15.8pp | 572.15%-593.9pp | -7.84%-13.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,046 | $6,111-1.1% | $7,447-18.8% | $4,028+50.1% |
| Admin fee / account holder | $240 | $6,276-96.2% | $10,005-97.6% | $5,403-95.6% |