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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 | $10,704 | $55,449-80.7% | $83,831-87.2% | $56,289-81.0% |
| Participation rate | 32.7% | 68.0%-35.3pp | 76.1%-43.4pp | 69.9%-37.1pp |
| Annual return | -21.63% | -1.38%-20.3pp | 850.99%-872.6pp | -9.96%-11.7pp |
| Employer contribution / active EE | $699 | $2,430-71.2% | $3,631-80.7% | $2,111-66.9% |
| Participant deferral / active EE | $1,741 | $2,935-40.7% | $4,082-57.4% | $3,350-48.0% |
| Admin fee / account holder | $245 | $656-62.6% | $5,479-95.5% | $521-52.9% |