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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 | $10,432 | $133,998-92.2% | $112,263-90.7% | $134,545-92.2% |
| Participation rate | 53.8% | 78.6%-24.7pp | 75.1%-21.2pp | 81.2%-27.4pp |
| Annual return | -22.77% | 47.17%-69.9pp | 27.49%-50.3pp | 418.37%-441.1pp |
| Employer contribution / active EE | $1,491 | $4,040-63.1% | $3,636-59.0% | $4,742-68.6% |
| Participant deferral / active EE | $2,271 | $5,292-57.1% | $4,729-52.0% | $6,401-64.5% |
| Admin fee / account holder | $6 | $7,493-99.9% | $6,410-99.9% | $11,431-100.0% |