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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 | $10,824 | $75,962-85.8% | $154,111-93.0% | $64,173-83.1% |
| Participation rate | 43.3% | 70.4%-27.1pp | 83.0%-39.7pp | 69.6%-26.2pp |
| Annual return | -37.29% | 30.32%-67.6pp | 735.18%-772.5pp | 7.63%-44.9pp |
| Employer contribution / active EE | $1,823 | $3,350-45.6% | $5,298-65.6% | $2,381-23.4% |
| Participant deferral / active EE | $3,019 | $3,175-4.9% | $5,081-40.6% | $3,470-13.0% |
| Admin fee / account holder | $169 | $5,589-97.0% | $13,411-98.7% | $4,887-96.5% |