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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 | $13,652 | $82,678-83.5% | $125,391-89.1% | $68,490-80.1% |
| Participation rate | 48.6% | 75.1%-26.4pp | 82.4%-33.7pp | 67.9%-19.2pp |
| Annual return | -20.85% | -5.97%-14.9pp | 572.41%-593.3pp | -7.85%-13.0pp |
| Employer contribution / active EE | $1,257 | $3,382-62.8% | $4,816-73.9% | $2,597-51.6% |
| Participant deferral / active EE | $2,981 | $6,111-51.2% | $7,448-60.0% | $4,028-26.0% |
| Admin fee / account holder | $109 | $6,277-98.3% | $10,009-98.9% | $5,403-98.0% |