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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 | $19,086 | $138,075-86.2% | $123,552-84.6% | $135,379-85.9% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -12.47% | 153.70%-166.2pp | 119.20%-131.7pp | 519.79%-532.3pp |
| Employer contribution / active EE | $948 | $5,152-81.6% | $4,628-79.5% | $4,779-80.2% |
| Participant deferral / active EE | $3,060 | $6,800-55.0% | $6,426-52.4% | $5,609-45.4% |
| Admin fee / account holder | $155 | $10,917-98.6% | $9,285-98.3% | $10,828-98.6% |