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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 | $13,116 | $97,020-86.5% | $83,327-84.3% | $135,380-90.3% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -12.64% | 12.31%-25.0pp | 10.64%-23.3pp | 519.81%-532.4pp |
| Employer contribution / active EE | $855 | $4,144-79.4% | $3,379-74.7% | $4,779-82.1% |
| Participant deferral / active EE | $1,793 | $5,964-69.9% | $5,565-67.8% | $5,609-68.0% |
| Admin fee / account holder | $85 | $8,426-99.0% | $7,540-98.9% | $10,828-99.2% |