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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 | $8,850 | $168,636-94.8% | $147,618-94.0% | $125,388-92.9% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -37.00% | 77.65%-114.6pp | 61.98%-99.0pp | 282.24%-319.2pp |
| Employer contribution / active EE | $1,830 | $6,252-70.7% | $5,565-67.1% | $4,866-62.4% |
| Participant deferral / active EE | $2,438 | $5,507-55.7% | $4,895-50.2% | $5,352-54.5% |
| Admin fee / account holder | $54 | $13,580-99.6% | $11,612-99.5% | $9,541-99.4% |