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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 | $10,850 | $95,975-88.7% | $74,549-85.4% | $135,379-92.0% |
| Participation rate | 58.3% | 75.7%-17.3pp | 69.1%-10.8pp | 82.6%-24.3pp |
| Annual return | -21.76% | 56.96%-78.7pp | 32.53%-54.3pp | 519.79%-541.5pp |
| Employer contribution / active EE | $1,647 | $2,716-39.4% | $1,961-16.0% | $4,779-65.5% |
| Participant deferral / active EE | $2,791 | $3,844-27.4% | $3,108-10.2% | $5,609-50.2% |
| Admin fee / account holder | $25 | $6,522-99.6% | $5,059-99.5% | $10,828-99.8% |