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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 | $12,847 | $95,975-86.6% | $74,552-82.8% | $135,382-90.5% |
| Participation rate | 42.9% | 75.7%-32.8pp | 69.1%-26.3pp | 82.6%-39.8pp |
| Annual return | -22.40% | 56.96%-79.4pp | 32.53%-54.9pp | 519.77%-542.2pp |
| Employer contribution / active EE | $530 | $2,716-80.5% | $1,961-72.9% | $4,779-88.9% |
| Participant deferral / active EE | $1,178 | $3,844-69.3% | $3,108-62.1% | $5,609-79.0% |
| Admin fee / account holder | $53 | $6,522-99.2% | $5,060-98.9% | $10,829-99.5% |