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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 | $7,785 | $142,361-94.5% | $119,608-93.5% | $134,509-94.2% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -25.95% | -12.46%-13.5pp | -14.98%-11.0pp | 418.13%-444.1pp |
| Employer contribution / active EE | $2,473 | $5,224-52.7% | $4,232-41.6% | $4,741-47.8% |
| Participant deferral / active EE | $2,112 | $6,468-67.3% | $5,601-62.3% | $6,400-67.0% |
| Admin fee / account holder | $58 | $13,588-99.6% | $10,326-99.4% | $11,427-99.5% |