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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 | $15,092 | $95,979-84.3% | $74,551-79.8% | $135,380-88.9% |
| Participation rate | 12.5% | 75.7%-63.2pp | 69.1%-56.6pp | 82.6%-70.1pp |
| Annual return | -27.31% | 56.97%-84.3pp | 32.53%-59.8pp | 519.81%-547.1pp |
| Employer contribution / active EE | $353 | $2,716-87.0% | $1,961-82.0% | $4,779-92.6% |
| Participant deferral / active EE | $2,179 | $3,844-43.3% | $3,108-29.9% | $5,609-61.2% |
| Admin fee / account holder | $156 | $6,522-97.6% | $5,059-96.9% | $10,828-98.6% |