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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 | $10,586 | $102,661-89.7% | $151,645-93.0% | $66,949-84.2% |
| Participation rate | 49.2% | 85.5%-36.4pp | 87.5%-38.3pp | 69.8%-20.7pp |
| Annual return | -390.09% | -10.81%-379.3pp | 3.34%-393.4pp | 1.57%-391.7pp |
| Employer contribution / active EE | $1,959 | $4,184-53.2% | $6,165-68.2% | $2,545-23.0% |
| Participant deferral / active EE | $4,690 | $6,645-29.4% | $8,363-43.9% | $4,239+10.6% |
| Admin fee / account holder | $125 | $630-80.1% | $11,614-98.9% | $594-78.9% |