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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 | $13,586 | $167,362-91.9% | $143,799-90.6% | $134,532-89.9% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -66.54% | 0.47%-67.0pp | -0.04%-66.5pp | 418.27%-484.8pp |
| Employer contribution / active EE | $1,226 | $5,620-78.2% | $4,952-75.2% | $4,741-74.1% |
| Participant deferral / active EE | $6,953 | $6,447+7.8% | $5,638+23.3% | $6,401+8.6% |
| Admin fee / account holder | $15 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |