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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 | $13,677 | $100,811-86.4% | $86,698-84.2% | $134,545-89.8% |
| Participation rate | 22.2% | 79.0%-56.7pp | 76.6%-54.4pp | 81.2%-59.0pp |
| Annual return | -44.57% | 29.11%-73.7pp | 35.96%-80.5pp | 418.37%-462.9pp |
| Employer contribution / active EE | $1,541 | $3,490-55.8% | $2,837-45.7% | $4,742-67.5% |
| Participant deferral / active EE | $3,213 | $5,339-39.8% | $4,656-31.0% | $6,401-49.8% |
| Admin fee / account holder | $280 | $10,926-97.4% | $7,492-96.3% | $11,431-97.6% |