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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 | $7,812 | $106,549-92.7% | $91,225-91.4% | $134,509-94.2% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.2%-13.2pp | 81.2%-21.2pp |
| Annual return | -23.74% | 160.73%-184.5pp | 114.10%-137.8pp | 418.13%-441.9pp |
| Employer contribution / active EE | $639 | $3,331-80.8% | $2,851-77.6% | $4,741-86.5% |
| Participant deferral / active EE | $1,719 | $4,719-63.6% | $4,234-59.4% | $6,400-73.1% |
| Admin fee / account holder | $222 | $6,234-96.4% | $5,422-95.9% | $11,427-98.1% |