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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 | $17,455 | $142,392-87.7% | $119,622-85.4% | $134,532-87.0% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -21.63% | -12.46%-9.2pp | -14.98%-6.6pp | 418.27%-439.9pp |
| Employer contribution / active EE | $1,893 | $5,224-63.8% | $4,232-55.3% | $4,741-60.1% |
| Participant deferral / active EE | $2,119 | $6,467-67.2% | $5,601-62.2% | $6,401-66.9% |
| Admin fee / account holder | $170 | $13,593-98.8% | $10,328-98.4% | $11,429-98.5% |