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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 | $12,138 | $129,959-90.7% | $104,301-88.4% | $134,532-91.0% |
| Participation rate | 55.6% | 79.5%-24.0pp | 73.3%-17.7pp | 81.2%-25.7pp |
| Annual return | -28.08% | 42.04%-70.1pp | 24.61%-52.7pp | 418.27%-446.3pp |
| Employer contribution / active EE | $1,348 | $4,185-67.8% | $3,373-60.0% | $4,741-71.6% |
| Participant deferral / active EE | $2,352 | $5,589-57.9% | $4,626-49.2% | $6,401-63.3% |
| Admin fee / account holder | $132 | $9,325-98.6% | $7,340-98.2% | $11,429-98.8% |