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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 | $13,745 | $142,361-90.3% | $119,608-88.5% | $134,509-89.8% |
| Participation rate | 54.5% | 82.8%-28.3pp | 79.3%-24.7pp | 81.2%-26.7pp |
| Annual return | -30.18% | -12.46%-17.7pp | -14.98%-15.2pp | 418.13%-448.3pp |
| Employer contribution / active EE | $1,735 | $5,224-66.8% | $4,232-59.0% | $4,741-63.4% |
| Participant deferral / active EE | $4,338 | $6,468-32.9% | $5,601-22.6% | $6,400-32.2% |
| Admin fee / account holder | $38 | $13,588-99.7% | $10,326-99.6% | $11,427-99.7% |