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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 | $8,555 | $100,805-91.5% | $86,698-90.1% | $134,532-93.6% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -20.69% | 29.09%-49.8pp | 35.95%-56.6pp | 418.27%-439.0pp |
| Employer contribution / active EE | $1,639 | $3,490-53.0% | $2,837-42.2% | $4,741-65.4% |
| Participant deferral / active EE | $2,458 | $5,339-54.0% | $4,656-47.2% | $6,401-61.6% |
| Admin fee / account holder | $25 | $10,925-99.8% | $7,493-99.7% | $11,429-99.8% |