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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 | $8,481 | $152,597-94.4% | $117,533-92.8% | $134,532-93.7% |
| Participation rate | 16.7% | 77.1%-60.4pp | 70.6%-53.9pp | 81.2%-64.6pp |
| Annual return | -27.64% | 53.04%-80.7pp | 29.77%-57.4pp | 418.27%-445.9pp |
| Employer contribution / active EE | $412 | $5,576-92.6% | $4,179-90.1% | $4,741-91.3% |
| Participant deferral / active EE | $1,682 | $4,821-65.1% | $4,072-58.7% | $6,401-73.7% |
| Admin fee / account holder | $48 | $7,007-99.3% | $5,647-99.2% | $11,429-99.6% |