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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 | $12,889 | $190,879-93.2% | $160,009-91.9% | $134,532-90.4% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.0%-15.5pp | 81.2%-18.7pp |
| Annual return | -24.22% | 552.63%-576.8pp | 408.85%-433.1pp | 418.27%-442.5pp |
| Employer contribution / active EE | $1,005 | $4,995-79.9% | $4,225-76.2% | $4,741-78.8% |
| Participant deferral / active EE | $4,459 | $6,924-35.6% | $6,183-27.9% | $6,401-30.3% |
| Admin fee / account holder | $84 | $10,495-99.2% | $8,715-99.0% | $11,429-99.3% |