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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 | $14,474 | $100,792-85.6% | $86,691-83.3% | $134,509-89.2% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -22.88% | 29.08%-52.0pp | 35.94%-58.8pp | 418.13%-441.0pp |
| Employer contribution / active EE | $1,588 | $3,491-54.5% | $2,837-44.0% | $4,741-66.5% |
| Participant deferral / active EE | $1,877 | $5,339-64.8% | $4,656-59.7% | $6,400-70.7% |
| Admin fee / account holder | $19 | $10,924-99.8% | $7,492-99.7% | $11,427-99.8% |