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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 | $4,957 | $152,542-96.8% | $117,498-95.8% | $134,509-96.3% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -21.39% | 53.02%-74.4pp | 29.75%-51.1pp | 418.13%-439.5pp |
| Employer contribution / active EE | $827 | $5,574-85.2% | $4,178-80.2% | $4,741-82.6% |
| Participant deferral / active EE | $1,277 | $4,819-73.5% | $4,071-68.6% | $6,400-80.0% |
| Admin fee / account holder | $135 | $7,006-98.1% | $5,646-97.6% | $11,427-98.8% |