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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 | $13,634 | $97,761-86.1% | $83,850-83.7% | $135,382-89.9% |
| Participation rate | 46.7% | 80.0%-33.3pp | 76.1%-29.5pp | 82.6%-36.0pp |
| Annual return | -30.62% | 1287.44%-1318.1pp | 850.92%-881.5pp | 519.77%-550.4pp |
| Employer contribution / active EE | $1,416 | $4,222-66.5% | $3,631-61.0% | $4,779-70.4% |
| Participant deferral / active EE | $3,291 | $4,682-29.7% | $4,082-19.4% | $5,609-41.3% |
| Admin fee / account holder | $238 | $6,674-96.4% | $5,478-95.7% | $10,829-97.8% |