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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 | $16,009 | $95,975-83.3% | $74,549-78.5% | $135,379-88.2% |
| Participation rate | 36.4% | 75.7%-39.3pp | 69.1%-32.8pp | 82.6%-46.3pp |
| Annual return | -15.44% | 56.96%-72.4pp | 32.53%-48.0pp | 519.79%-535.2pp |
| Employer contribution / active EE | $311 | $2,716-88.6% | $1,961-84.1% | $4,779-93.5% |
| Participant deferral / active EE | $3,722 | $3,844-3.2% | $3,108+19.7% | $5,609-33.6% |
| Admin fee / account holder | $9 | $6,522-99.9% | $5,059-99.8% | $10,828-99.9% |