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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 | $11,327 | $95,979-88.2% | $74,551-84.8% | $135,380-91.6% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -21.10% | 56.97%-78.1pp | 32.53%-53.6pp | 519.81%-540.9pp |
| Employer contribution / active EE | $1,324 | $2,716-51.3% | $1,961-32.5% | $4,779-72.3% |
| Participant deferral / active EE | $2,218 | $3,844-42.3% | $3,108-28.7% | $5,609-60.5% |
| Admin fee / account holder | $107 | $6,522-98.4% | $5,059-97.9% | $10,828-99.0% |