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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 | $11,835 | $138,072-91.4% | $123,549-90.4% | $135,382-91.3% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -24.22% | 153.69%-177.9pp | 119.20%-143.4pp | 519.77%-544.0pp |
| Employer contribution / active EE | $1,912 | $5,152-62.9% | $4,628-58.7% | $4,779-60.0% |
| Participant deferral / active EE | $3,461 | $6,799-49.1% | $6,426-46.1% | $5,609-38.3% |
| Admin fee / account holder | $76 | $10,917-99.3% | $9,284-99.2% | $10,829-99.3% |