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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 | $13,649 | $147,167-90.7% | $111,392-87.7% | $135,382-89.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 78.9%-28.9pp | 82.6%-32.6pp |
| Annual return | -21.04% | -4.44%-16.6pp | -2.06%-19.0pp | 519.77%-540.8pp |
| Employer contribution / active EE | $2,729 | $5,204-47.6% | $4,328-36.9% | $4,779-42.9% |
| Participant deferral / active EE | $5,622 | $6,565-14.4% | $5,567+1.0% | $5,609+0.2% |
| Admin fee / account holder | $192 | $20,270-99.1% | $12,266-98.4% | $10,829-98.2% |