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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 | $17,442 | $142,409-87.8% | $119,634-85.4% | $134,545-87.0% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -23.76% | -12.46%-11.3pp | -14.98%-8.8pp | 418.37%-442.1pp |
| Employer contribution / active EE | $1,779 | $5,224-66.0% | $4,232-58.0% | $4,742-62.5% |
| Participant deferral / active EE | $2,420 | $6,468-62.6% | $5,601-56.8% | $6,401-62.2% |
| Admin fee / account holder | $80 | $13,594-99.4% | $10,329-99.2% | $11,431-99.3% |