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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 | $10,642 | $133,981-92.1% | $112,249-90.5% | $134,532-92.1% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -23.77% | 47.16%-70.9pp | 27.48%-51.2pp | 418.27%-442.0pp |
| Employer contribution / active EE | $1,189 | $4,040-70.6% | $3,636-67.3% | $4,741-74.9% |
| Participant deferral / active EE | $2,284 | $5,292-56.8% | $4,729-51.7% | $6,401-64.3% |
| Admin fee / account holder | $181 | $7,492-97.6% | $6,412-97.2% | $11,429-98.4% |