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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 | $7,325 | $133,998-94.5% | $112,263-93.5% | $134,545-94.6% |
| Participation rate | 52.6% | 78.6%-25.9pp | 75.1%-22.4pp | 81.2%-28.6pp |
| Annual return | -100.19% | 47.17%-147.4pp | 27.49%-127.7pp | 418.37%-518.6pp |
| Employer contribution / active EE | $3,906 | $4,040-3.3% | $3,636+7.4% | $4,742-17.6% |
| Participant deferral / active EE | $3,464 | $5,292-34.5% | $4,729-26.7% | $6,401-45.9% |
| Admin fee / account holder | $110 | $7,493-98.5% | $6,410-98.3% | $11,431-99.0% |