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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 | $16,753 | $167,352-90.0% | $143,788-88.3% | $134,509-87.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -22.44% | 0.47%-22.9pp | -0.03%-22.4pp | 418.13%-440.6pp |
| Employer contribution / active EE | $2,082 | $5,620-63.0% | $4,952-58.0% | $4,741-56.1% |
| Participant deferral / active EE | $3,588 | $6,447-44.4% | $5,638-36.4% | $6,400-43.9% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |