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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 | $10,790 | $142,392-92.4% | $119,622-91.0% | $134,532-92.0% |
| Participation rate | 69.2% | 82.8%-13.6pp | 79.3%-10.0pp | 81.2%-12.0pp |
| Annual return | -24.16% | -12.46%-11.7pp | -14.98%-9.2pp | 418.27%-442.4pp |
| Employer contribution / active EE | $1,321 | $5,224-74.7% | $4,232-68.8% | $4,741-72.1% |
| Participant deferral / active EE | $4,013 | $6,467-38.0% | $5,601-28.4% | $6,401-37.3% |
| Admin fee / account holder | $72 | $13,593-99.5% | $10,328-99.3% | $11,429-99.4% |