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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 | $11,168 | $75,962-85.3% | $154,111-92.8% | $64,173-82.6% |
| Participation rate | 55.6% | 70.4%-14.9pp | 83.0%-27.5pp | 69.6%-14.0pp |
| Annual return | -9.00% | 30.32%-39.3pp | 735.18%-744.2pp | 7.63%-16.6pp |
| Employer contribution / active EE | $964 | $3,350-71.2% | $5,298-81.8% | $2,381-59.5% |
| Participant deferral / active EE | $1,406 | $3,175-55.7% | $5,081-72.3% | $3,470-59.5% |
| Admin fee / account holder | $63 | $5,589-98.9% | $13,411-99.5% | $4,887-98.7% |