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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 | $8,998 | $105,867-91.5% | $90,760-90.1% | $134,532-93.3% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -26.56% | -10.99%-15.6pp | -12.16%-14.4pp | 418.27%-444.8pp |
| Employer contribution / active EE | $1,345 | $3,464-61.2% | $2,922-54.0% | $4,741-71.6% |
| Participant deferral / active EE | $2,072 | $5,217-60.3% | $4,565-54.6% | $6,401-67.6% |
| Admin fee / account holder | $208 | $13,936-98.5% | $8,444-97.5% | $11,429-98.2% |