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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 | $13,212 | $45,566-71.0% | $64,105-79.4% | $59,633-77.8% |
| Participation rate | 34.1% | 60.2%-26.0pp | 68.2%-34.0pp | 68.7%-34.5pp |
| Annual return | -5.64% | 4.95%-10.6pp | 791.24%-796.9pp | 2041.45%-2047.1pp |
| Employer contribution / active EE | $1,546 | $934+65.5% | $1,820-15.0% | $2,203-29.8% |
| Participant deferral / active EE | $1,527 | $2,057-25.8% | $2,822-45.9% | $3,192-52.2% |
| Admin fee / account holder | $116 | $3,268-96.5% | $4,499-97.4% | $4,297-97.3% |