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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 | $13,235 | $142,361-90.7% | $119,608-88.9% | $134,509-90.2% |
| Participation rate | 65.0% | 82.8%-17.8pp | 79.3%-14.3pp | 81.2%-16.2pp |
| Annual return | -21.26% | -12.46%-8.8pp | -14.98%-6.3pp | 418.13%-439.4pp |
| Employer contribution / active EE | $2,290 | $5,224-56.2% | $4,232-45.9% | $4,741-51.7% |
| Participant deferral / active EE | $2,896 | $6,468-55.2% | $5,601-48.3% | $6,400-54.8% |
| Admin fee / account holder | $272 | $13,588-98.0% | $10,326-97.4% | $11,427-97.6% |