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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 | $18,338 | $167,352-89.0% | $143,788-87.2% | $134,509-86.4% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -46.28% | 0.47%-46.7pp | -0.03%-46.2pp | 418.13%-464.4pp |
| Employer contribution / active EE | $2,211 | $5,620-60.7% | $4,952-55.3% | $4,741-53.4% |
| Participant deferral / active EE | $4,211 | $6,447-34.7% | $5,638-25.3% | $6,400-34.2% |
| Admin fee / account holder | $13 | $18,091-99.9% | $14,675-99.9% | $11,427-99.9% |