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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 | $12,816 | $82,674-84.5% | $125,381-89.8% | $68,486-81.3% |
| Participation rate | 37.5% | 75.1%-37.6pp | 82.4%-44.9pp | 67.9%-30.4pp |
| Annual return | -32.06% | -5.97%-26.1pp | 572.31%-604.4pp | -7.85%-24.2pp |
| Employer contribution / active EE | $1,226 | $3,382-63.8% | $4,815-74.5% | $2,597-52.8% |
| Participant deferral / active EE | $3,551 | $6,111-41.9% | $7,448-52.3% | $4,028-11.8% |
| Admin fee / account holder | $87 | $6,277-98.6% | $10,007-99.1% | $5,404-98.4% |