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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 | $10,788 | $85,790-87.4% | $67,313-84.0% | $135,382-92.0% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -250.38% | -0.54%-249.8pp | -4.08%-246.3pp | 519.77%-770.2pp |
| Employer contribution / active EE | $2,966 | $3,487-14.9% | $2,566+15.6% | $4,779-37.9% |
| Participant deferral / active EE | $3,899 | $4,651-16.2% | $3,568+9.3% | $5,609-30.5% |
| Admin fee / account holder | $97 | $6,392-98.5% | $4,507-97.8% | $10,829-99.1% |