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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 | $12,627 | $99,652-87.3% | $78,778-84.0% | $147,586-91.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | -42.67% | 47.28%-90.0pp | 35.62%-78.3pp | 578.59%-621.3pp |
| Employer contribution / active EE | $1,013 | $2,796-63.8% | $1,986-49.0% | $4,876-79.2% |
| Participant deferral / active EE | $2,385 | $3,664-34.9% | $2,958-19.4% | $5,439-56.1% |
| Admin fee / account holder | $42 | $7,155-99.4% | $5,134-99.2% | $10,886-99.6% |