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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 | $13,848 | $82,630-83.2% | $64,105-78.4% | $125,389-89.0% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | -4.28% | 1489.72%-1494.0pp | 791.24%-795.5pp | 282.24%-286.5pp |
| Employer contribution / active EE | $1,487 | $2,671-44.3% | $1,820-18.3% | $4,866-69.4% |
| Participant deferral / active EE | $2,250 | $3,608-37.6% | $2,822-20.3% | $5,352-58.0% |
| Admin fee / account holder | $171 | $6,382-97.3% | $4,499-96.2% | $9,541-98.2% |